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SPDR Barclays Capital Mortgage Back ETF shares owned by ValMark Advisers

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

Historical chart of ValMark 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 ValMark 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 48k 22.07
2023-09-30 $528k 25k 20.80
2023-06-30 $535k 24k 21.91
2023-03-31 $606k 27k 22.18
2022-12-31 $591k 27k 21.70

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding SPDR Barclays Capital Mortgage Back ETF

Townsquare Capital
Bank of America Corporation
CWM
Zurich Insurance Group Ltd/FI
CX Institutional
Jpmorgan Chase & Co
Private Advisor
KWB Wealth
D. J. St. Germain
Leicht Financial Planning & Wealth Management
Bsc Private Wealth Management
Financial Life Advisors
Retirement Capital Strategies
Mariner Wealth Advisors
Wells Fargo & Company

View all funds holding SPDR Barclays Capital Mortgage Back ETF