SPMB — SPDR PORTFOLIO MORTGAGE BACKED BOND ETF

Ownership history in Christopher J. Hasenberg, Inc  ·  1 quarter on record

This page tracks every 13F SEC filing in which Christopher J. Hasenberg, Inc reported a position in SPDR PORTFOLIO MORTGAGE BACKED BOND ETF (SPMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.66% (2025 Q2)
Avg. % of fund
0.66%
First filed
2025 Q2
Last filed
2025 Q2
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 INITIATED 80,133 — — 0.66% $1.8M $21.42
% of Fund (quarterly)    SPMB price (monthly, adj. close)

Other funds also holding SPMB

As of 2025 Q4 — sorted by position size

Compton Financial Group, LLC 3Y 10.65% Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 9.19% Financial Engines Advisors L.L.C. 3Y 7Y 8.02% 93 Financial Group, LLC 7.38% FINANCIAL LIFE ADVISORS 3Y 7Y 6.59% Tidemark, LLC 3.4% HORIZON FINANCIAL SERVICES, LLC 3Y 2.17% ALTFEST L J & CO INC 3Y 7Y 2.09% Chesapeake Wealth Management 3Y 7Y 2.04% Seed Wealth Management, Inc. 3Y 1.9%
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