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Spdr Series Trust cmn shares owned by ValMark Advisers

Quarter-by-quarter ownership of Spdr Series Trust cmn (SPBO) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust cmn 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 cmn by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 103k 29.41
2023-09-30 $1.5M 53k 27.58
2023-06-30 $1.6M 55k 28.88
2023-03-31 $1.7M 60k 29.25
2022-12-31 $1.7M 60k 28.38

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 cmn

Adviser Investments
Financial Gravity Wealth
D. J. St. Germain
Bank of America Corporation
CX Institutional
Congress Wealth Management LLC / DE /
Procyon Private Wealth Partners
AE Wealth Management
Flaharty Asset Management
Private Advisor
Great Valley Advisor Group
Raymond James & Associates
Royal Bank of Canada
Jpmorgan Chase & Co
Arkansas Financial

View all funds holding Spdr Series Trust cmn