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SPDR S&P Dividend shares owned by ValMark Advisers

Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in SPDR S&P Dividend

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Dividend held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Dividend by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2013-03-31 $334k 5.1k 65.96
2012-12-31 $205k 3.5k 58.06

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 S&P Dividend

Bank of America Corporation
Royal Bank of Canada
Joel Isaacson & Co
Raymond James & Associates
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Bank of New York Mellon
Commonwealth Equity Services
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial Services Advisors
1st Source Bank
Pathstone Holdings
Capital Investment Advisors

View all funds holding SPDR S&P Dividend