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SPDR Barclays Capital Mortgage Back ETF shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of SPDR Barclays Capital Mortgage Back ETF (SPMB) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors 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 U.S. Capital Wealth Advisors 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 U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 206k 22.53
2024-06-30 $4.4M 205k 21.57
2024-03-31 $4.2M 194k 21.72
2023-12-31 $3.3M 148k 22.07
2023-09-30 $2.1M 102k 20.80
2023-06-30 $398k 18k 21.91
2023-03-31 $295k 13k 22.18
2022-12-31 $123k 5.6k 21.70

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View all positions for U.S. Capital Wealth Advisors

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