Valmark Advisers, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 294 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$238,000
-34.3%
2,736
-32.9%
0.00%
-42.9%
Q2 2021$362,000
-21.1%
4,077
-23.8%
0.01%
-22.2%
Q1 2021$459,000
+65.7%
5,350
+47.4%
0.01%
+50.0%
Q4 2020$277,000
-23.9%
3,630
-41.2%
0.01%
-25.0%
Q3 2020$364,000
-4.0%
6,171
-7.5%
0.01%
-11.1%
Q2 2020$379,000
+6.5%
6,672
-13.4%
0.01%0.0%
Q1 2020$356,000
-47.7%
7,705
-27.0%
0.01%
-40.0%
Q4 2019$681,000
-91.5%
10,552
-92.2%
0.02%
-91.6%
Q3 2019$8,059,000
+0.2%
135,236
+2.4%
0.18%
+1.1%
Q2 2019$8,042,000
+9.0%
132,036
+6.9%
0.18%
+7.9%
Q1 2019$7,376,000
+14.3%
123,551
+3.2%
0.16%
+5.8%
Q4 2018$6,456,000
-14.4%
119,681
+7.1%
0.16%
-6.1%
Q3 2018$7,542,000
+6.7%
111,737
-0.1%
0.16%
+5.8%
Q2 2018$7,071,000
+3.2%
111,886
+279.8%
0.16%
+4.0%
Q1 2018$6,851,000
-1.0%
29,456
-3.2%
0.15%
+1.4%
Q4 2017$6,919,000
+1344.5%
30,428
+1347.6%
0.15%
+1245.5%
Q3 2017$479,000
+5.0%
2,102
-0.2%
0.01%0.0%
Q2 2017$456,000
+22.3%
2,106
+20.0%
0.01%
+22.2%
Q1 2017$373,000
+1.6%
1,755
-0.4%
0.01%0.0%
Q4 2016$367,000
-35.4%
1,762
-40.8%
0.01%
-35.7%
Q3 2016$568,000
+23.2%
2,974
+15.2%
0.01%
+16.7%
Q2 2016$461,000
-48.1%
2,582
-49.7%
0.01%
-45.5%
Q1 2016$888,000
+81.6%
5,137
+81.1%
0.02%
+69.2%
Q4 2015$489,0002,8360.01%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 317,950$22,415,0007.44%
Forbes Financial Planning, Inc. 66,910$4,707,0006.75%
DENVER WEALTH MANAGEMENT, INC. 60,657$4,276,0004.47%
AIRE ADVISORS, LLC 167,106$11,785,0004.20%
ERTS Wealth Advisors, LLC 186,902$13,177,0003.74%
Clarus Wealth Advisors 72,633$5,170,0003.64%
Rodgers & Associates, LTD 293,508$20,692,0003.55%
NorthRock Partners, LLC 460,248$32,447,0003.37%
FAS Wealth Partners, Inc. 445,865$31,433,0003.31%
Financial Planning & Information Services, Inc. 182,221$12,847,0003.13%
View complete list of SPDR SER TR shareholders