Valmark Advisers, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 151 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,691,506
-5.8%
135,729
+0.5%
0.06%
-3.4%
Q2 2023$2,857,489
+1.9%
135,042
+2.2%
0.06%
-3.3%
Q1 2023$2,804,605
+13.7%
132,168
+10.2%
0.06%
+5.3%
Q4 2022$2,466,378
+54.7%
119,960
+42.7%
0.06%
+78.1%
Q3 2022$1,594,000
-7.3%
84,045
-0.0%
0.03%
-3.0%
Q2 2022$1,719,000
-19.1%
84,081
-10.1%
0.03%
-10.8%
Q1 2022$2,126,000
-8.4%
93,522
-1.5%
0.04%
-7.5%
Q4 2021$2,321,000
+6.4%
94,986
+10.2%
0.04%0.0%
Q3 2021$2,181,000
-3.7%
86,203
+0.6%
0.04%
-2.4%
Q2 2021$2,264,000
+2.3%
85,655
+0.7%
0.04%
-4.7%
Q1 2021$2,213,000
-3.7%
85,032
+3.7%
0.04%
-8.5%
Q4 2020$2,299,000
+10.2%
81,970
+3.2%
0.05%0.0%
Q3 2020$2,087,000
-1.7%
79,431
-2.0%
0.05%
-6.0%
Q2 2020$2,123,000
+44.6%
81,015
+35.2%
0.05%
+31.6%
Q1 2020$1,468,000
-9.4%
59,931
+3.3%
0.04%
+8.6%
Q4 2019$1,620,000
-0.7%
58,036
-3.2%
0.04%
-2.8%
Q3 2019$1,631,000
+1.2%
59,951
+3.5%
0.04%
+2.9%
Q2 2019$1,612,000
-0.5%
57,931
-3.8%
0.04%
-2.8%
Q1 2019$1,620,000
-2.4%
60,196
-3.7%
0.04%
-10.0%
Q4 2018$1,659,000
-1.2%
62,541
-2.0%
0.04%
+8.1%
Q3 2018$1,679,000
+1.1%
63,816
+3.6%
0.04%0.0%
Q2 2018$1,661,000
-8.0%
61,621
+3.7%
0.04%
-7.5%
Q1 2018$1,805,000
+3.2%
59,421
+0.8%
0.04%
+5.3%
Q4 2017$1,749,00058,9290.04%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Sound Stewardship, LLC 188,074$3,729,4992.50%
CAPITAL INSIGHT PARTNERS, LLC 516,204$10,236,3262.32%
City State Bank 149,195$2,9591.63%
Charles Schwab Investment Advisory, Inc. 47,888,565$949,630,2441.50%
Empower Advisory Group, LLC 16,426,247$325,732,4801.44%
Ironwood Wealth Management, LLC. 174,459$3,459,5221.41%
HARBOR ADVISORY CORP /MA/ 195,265$3,872,1051.40%
BCWM, LLC 192,243$3,812,1821.39%
Aspire Private Capital, LLC 204,448$4,054,2231.32%
Treasure Coast Financial Planning 54,548$1,081,6870.75%
View complete list of SPDR SER TR shareholders