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TrueWealth Financial Partners »

SPDR Barclays Capital Mortgage Back ETF shares owned by TrueWealth Financial Partners

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

Historical chart of TrueWealth Financial Partners 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 TrueWealth Financial Partners 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 TrueWealth Financial Partners

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$335k	15k	22.42

More positions owned by TrueWealth Financial Partners

Spdr Series Trust State Street Spd (SPIB)

First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)

Dimensional Etf Trust World Ex Us Core (DFAX)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Spdr Series Trust State Street Spd (SPTM)

Nushares Etf Tr Nuveen Esg Smlcp (NUSC)

Nushares Etf Tr Nuveen Esg Lrgcp (NULG)

First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)

Ishares Tr Esg Msci Kld 400 (DSI)

Capital Group Growth Etf Shs Creation Uni (CGGR)

Ishares Tr Esg Awr Msci Usa (ESGU)

Capital Group Dividend Value Shs Creation Uni (CGDV)

First Trust S&P REIT Index Fund (FRI)

Capital Group Core Equity Et Shs Creation Uni (CGUS)

First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for TrueWealth Financial Partners

Top funds holding SPDR Barclays Capital Mortgage Back ETF

Financial Engines Advisors L.L.C

LPL Financial

Stifel Financial

Benjamin Edwards

State Street Corporation

Confluence Investment Management

Compton Financial Group

Assetmark

Zurich Insurance Group Ltd/FI

Hirtle Callaghan & Co

Jpmorgan Chase & Co

View all funds holding SPDR Barclays Capital Mortgage Back ETF

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