Valmark Advisers, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 209 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$225,000
+3.7%
3,437
-31.2%
0.00%
-20.0%
Q3 2020$217,000
-8.1%
4,994
-10.0%
0.01%
-16.7%
Q2 2020$236,000
-4.1%
5,546
-20.5%
0.01%0.0%
Q1 2020$246,000
-46.5%
6,979
-16.8%
0.01%
-40.0%
Q4 2019$460,000
-36.9%
8,391
-40.9%
0.01%
-37.5%
Q3 2019$729,000
-18.9%
14,200
-18.8%
0.02%
-20.0%
Q2 2019$899,000
+5.9%
17,492
+3.8%
0.02%
+5.3%
Q1 2019$849,000
+46.1%
16,853
+28.7%
0.02%
+35.7%
Q4 2018$581,000
-12.9%
13,093
+5.4%
0.01%
-6.7%
Q3 2018$667,00012,4180.02%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Pacific Financial 342,476$22,213,0239.90%
Michael S. Ryan, Inc. 163,254$9,969,8979.52%
Lutz Financial Services LLC 607,312$39,390,2574.29%
NorthRock Partners, LLC 630,470$40,892,2834.27%
Retirement Group, LLC 140,957$9,142,4503.81%
ABLE Financial Group, LLC 116,806$7,576,0543.78%
Cordatus Wealth Management LLC 58,163$3,7723.45%
FAS Wealth Partners, Inc. 491,461$31,876,1293.41%
BENJAMIN F. EDWARDS & COMPANY, INC. 1,098,350$71,2392.74%
ERn Financial, LLC 193,153$12,527,9132.72%
View complete list of SPDR SER TR shareholders