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Spdr Ser Tr shares owned by ValMark Advisers

Quarter-by-quarter ownership of Spdr Ser Tr (BILS) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $557k 5.6k 99.12
2023-09-30 $559k 5.6k 99.43
2023-06-30 $549k 5.5k 99.46
2023-03-31 $334k 3.4k 99.61

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 Ser Tr

Bank of America Corporation
CWM
Advisor Group Holdings
Partners Capital Investment Group
Fortis Group Advisors
Coldstream Capital Management
Sargent Investment Group
Royal Bank of Canada
Commonwealth Equity Services
Altiora Financial Group
Pecaut & Co.
Branch Banking & Trust Company
Waldron
Napa Wealth Management
NDWM

View all funds holding Spdr Ser Tr