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Spdr Series Trust barcly cap etf shares owned by ValMark Advisers

Quarter-by-quarter ownership of Spdr Series Trust barcly cap etf (SPLB) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Spdr Series Trust barcly cap etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust barcly cap etf held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust barcly cap etf by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $280k 12k 23.79
2023-09-30 $250k 12k 21.24
2023-06-30 $274k 12k 23.26
2023-03-31 $207k 8.7k 23.62

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding Spdr Series Trust barcly cap etf

Bank of America Corporation
NYL Investors
Rockland Trust
Wells Fargo & Company
Capstone Wealth Management Group
Twelve Points Wealth Management
Advisor Group Holdings
Milestone Asset Management
PFG Advisors
Legacy Financial Group
UBS Group
Mirae Asset Global Investments
Hedeker Wealth Management
Private Advisor
Royal Bank of Canada

View all funds holding Spdr Series Trust barcly cap etf