Valmark Advisers, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 83 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$276,675
-3.5%
3,2550.0%0.01%0.0%
Q2 2023$286,570
+6.2%
3,2550.0%0.01%0.0%
Q1 2023$269,840
+5.2%
3,2550.0%0.01%0.0%
Q4 2022$256,469
+8.2%
3,2550.0%0.01%
+20.0%
Q3 2022$237,000
-4.0%
3,2550.0%0.01%0.0%
Q2 2022$247,000
-17.7%
3,2550.0%0.01%0.0%
Q1 2022$300,000
-9.9%
3,2550.0%0.01%
-16.7%
Q4 2021$333,000
-5.9%
3,255
-7.1%
0.01%0.0%
Q3 2021$354,000
-0.6%
3,5050.0%0.01%
-14.3%
Q2 2021$356,000
-6.3%
3,505
-12.4%
0.01%0.0%
Q1 2021$380,000
+5.8%
3,9990.0%0.01%0.0%
Q4 2020$359,000
+16.9%
3,9990.0%0.01%0.0%
Q3 2020$307,000
+8.1%
3,9990.0%0.01%0.0%
Q2 2020$284,000
+16.4%
3,999
-3.4%
0.01%
+16.7%
Q1 2020$244,000
-27.2%
4,139
-4.6%
0.01%
-14.3%
Q4 2019$335,000
+0.6%
4,339
-4.4%
0.01%0.0%
Q3 2019$333,000
+3.4%
4,539
+4.0%
0.01%0.0%
Q2 2019$322,000
+7.3%
4,364
+3.2%
0.01%0.0%
Q1 2019$300,000
+11.1%
4,2290.0%0.01%
+16.7%
Q4 2018$270,000
-16.9%
4,2290.0%0.01%
-14.3%
Q3 2018$325,000
+6.2%
4,2290.0%0.01%0.0%
Q2 2018$306,000
+6.6%
4,229
+3.3%
0.01%
+16.7%
Q1 2018$287,000
-1.0%
4,0940.0%0.01%0.0%
Q4 2017$290,000
+19.8%
4,094
+17.5%
0.01%0.0%
Q3 2017$242,000
+3.4%
3,4840.0%0.01%0.0%
Q2 2017$234,000
+10.4%
3,484
+2.9%
0.01%
+20.0%
Q2 2016$212,0003,3850.01%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Rock Creek Group, LP 179,839$13,089,0001.72%
Money Design Co.,Ltd. 258,900$9,430,4210.80%
Fingerlakes Wealth Management, Inc. 5,717$416,0000.61%
South Shore Capital Advisors 2,983$217,0000.50%
HARVEST GROUP WEALTH MANAGEMENT, LLC 7,882$606,0000.40%
Laurel Wealth Planning LLC 7,076$515,0000.38%
Mendel Capital Management LLC 4,213$307,0000.36%
ALBION FINANCIAL GROUP /UT 28,688$2,088,0000.22%
WCG Wealth Advisors LLC 21,865$1,591,0000.21%
Bell Investment Advisors, Inc 5,243$382,0000.12%
View complete list of SPDR SER TR shareholders