Roosevelt Investment Group »

SPDR Barclays Capital Mortgage Back ETF shares owned by Roosevelt Investment Group

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

Historical chart of Roosevelt Investment 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 Roosevelt Investment Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Mortgage Back ETF by Roosevelt Investment Group

Quarter filed Position value Share count Share price at filing
2022-09-30 $220k 10k 21.40
2022-06-30 $237k 10k 22.83
2022-03-31 $251k 11k 23.98

More positions owned by Roosevelt Investment Group

Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)
UnitedHealth (UNH)
Vertex Pharmaceuticals Incorporated (VRTX)
Old Dominion Freight Line (ODFL)
Constellation Energy (CEG)
Nextera Energy (NEE)
Keysight Technologies (KEYS)
Constellation Brands Cl A (STZ)
Ishares Tr Us Divid Bybck (DIVB)
Microchip Technology (MCHP)

View all positions for Roosevelt Investment Group

Top funds holding SPDR Barclays Capital Mortgage Back ETF

Financial Engines Advisors L.L.C
LPL Financial
Townsquare Capital
Bank of America Corporation
Stifel Financial
Ameriprise Financial
Jpmorgan Chase & Co
CWM
Hirtle Callaghan & Co
Zurich Insurance Group Ltd/FI
Assetmark
Morgan Stanley
CX Institutional
BlackRock
Benjamin F. Edwards & Company

View all funds holding SPDR Barclays Capital Mortgage Back ETF