Valmark Advisers, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,767,203
-1.3%
94,851
+2.3%
0.10%
+1.0%
Q2 2023$4,830,325
+19.9%
92,695
+10.8%
0.10%
+12.6%
Q1 2023$4,027,744
+74.5%
83,650
+63.0%
0.09%
+64.2%
Q4 2022$2,308,237
+332.3%
51,317
+303.3%
0.05%
+381.8%
Q3 2022$534,000
-7.9%
12,724
-2.7%
0.01%0.0%
Q2 2022$580,000
+35.2%
13,076
+62.1%
0.01%
+37.5%
Q1 2022$429,000
-13.0%
8,068
-8.7%
0.01%0.0%
Q4 2021$493,0008,8360.01%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
LEGG MASON, INC. 11,792$376,00045.36%
Stuart Chaussee & Associates, Inc. 1,450,171$46,231,00031.14%
Peterson Wealth Advisors, LLC 1,146,549$36,552,00029.62%
Shepherd Financial Partners LLC 1,757,636$56,189,00012.64%
Wealth & Pension Services Group, Inc. 294,904$9,402,00011.93%
OLD DOMINION CAPITAL MANAGEMENT INC 407,428$12,989,00011.78%
Chessman Wealth Strategies RIA 239,503$7,635,0006.72%
Copperwynd Financial, LLC 297,792$9,494,0006.67%
Trilogy Capital Inc. 1,543,384$49,203,0006.62%
Jackson Wealth Management, LLC 753,085$25,093,0005.84%
View complete list of SPDR SER TR shareholders