Valmark Advisers, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 92 filers reported holding SPDR SER TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Fingerlakes Wealth Management, Inc. 5,117$450,4890.52%
Laurel Wealth Planning LLC 7,393$6510.46%
Mendel Capital Management LLC 4,065$357,8810.29%
WCG Wealth Advisors LLC 22,325$1,9620.23%
KilterHowling LLC 2,790$245,6000.21%
ALBION FINANCIAL GROUP /UT 26,810$2,360,3530.21%
US FINANCIAL ADVISORS, LLC 4,138$364,3120.16%
Bell Investment Advisors, Inc 7,424$653,5830.14%
MCIA Inc 2,404$217,2830.08%
Aprio Wealth Management, LLC 3,278$288,6190.08%
View complete list of SPDR SER TR shareholders