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SPDR Barclays Capital Mortgage Back ETF shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group 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 Financial Planning Group 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 Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $17k 761 22.39

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

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
Ameriprise Financial
CX Institutional
CWM
Bank of America Corporation
Advisory Alpha
Morgan Stanley
Assetmark
Compton Financial Group
Independent Advisor Alliance

View all funds holding SPDR Barclays Capital Mortgage Back ETF