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SPDR Barclays Capital Mortgage Back ETF shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of SPDR Barclays Capital Mortgage Back ETF (SPMB) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $43M 1.9M 22.44
2025-06-30 $41M 1.9M 22.10

More positions owned by Strategic Financial Concepts

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Financial (XLF)
Tesla Motors (TSLA)

View all positions for Strategic Financial Concepts

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