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SPDR Barclays Capital Mortgage Back ETF shares owned by Spectrum Planning & Advisory Services

Quarter-by-quarter ownership of SPDR Barclays Capital Mortgage Back ETF (SPMB) shares owned by Spectrum Planning & Advisory Services from 13F filings

Historical chart of Spectrum Planning & Advisory Services investment in SPDR Barclays Capital Mortgage Back ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Mortgage Back ETF held by Spectrum Planning & Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Mortgage Back ETF by Spectrum Planning & Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 125k 22.44
2025-06-30 $2.7M 122k 22.10
2025-03-31 $3.1M 141k 22.05

More positions owned by Spectrum Planning & Advisory Services

Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Large Ca (BLCV)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Microsoft Corporation (MSFT)

View all positions for Spectrum Planning & Advisory Services

Top funds holding SPDR Barclays Capital Mortgage Back ETF

Financial Engines Advisors L.L.C
LPL Financial
Stifel Financial
Benjamin Edwards
Confluence Investment Management
Ameriprise Financial
State Street Corporation
CX Institutional
CWM
Advisory Alpha
Compton Financial Group
Strategic Financial Concepts
Assetmark
Zurich Insurance Group Ltd/FI
Morgan Stanley

View all funds holding SPDR Barclays Capital Mortgage Back ETF