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SPDR Barclays Capital Mortgage Back ETF shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 124k 22.53
2024-06-30 $2.9M 136k 21.57
2024-03-31 $3.3M 151k 21.72
2023-12-31 $5.9M 268k 22.07
2023-09-30 $18M 883k 20.80
2023-06-30 $19M 870k 21.91
2023-03-31 $20M 893k 22.18
2022-12-31 $23M 1.1M 21.70
2022-09-30 $28M 1.3M 21.45
2022-06-30 $34M 1.5M 22.85
2022-03-31 $39M 1.6M 23.96
2021-12-31 $42M 1.6M 25.38
2021-09-30 $37M 1.4M 25.72
2021-06-30 $31M 1.2M 25.86
2021-03-31 $25M 979k 25.93
2020-12-31 $21M 789k 26.42
2020-09-30 $17M 634k 26.64
2020-06-30 $11M 396k 26.79

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding SPDR Barclays Capital Mortgage Back ETF

Financial Engines Advisors L.L.C
LPL Financial
Townsquare Capital
State Street Corporation
Stifel Financial
Confluence Investment Management
Bank of America Corporation
Benjamin Edwards
Benjamin F. Edwards & Company
CWM
Zurich Insurance Group Ltd/FI
Hirtle Callaghan & Co
Assetmark
Morgan Stanley
Jpmorgan Chase & Co

View all funds holding SPDR Barclays Capital Mortgage Back ETF