Spdr S&p 500 Etf shares owned by ValMark Advisers
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 22k | 573.77 |
| 2024-06-30 | $12M | 22k | 544.23 |
| 2024-03-31 | $11M | 20k | 523.05 |
| 2023-12-31 | $6.8M | 14k | 475.33 |
| 2023-09-30 | $6.1M | 14k | 427.49 |
| 2023-06-30 | $6.3M | 14k | 443.29 |
| 2023-03-31 | $5.8M | 14k | 409.40 |
| 2022-12-31 | $5.7M | 15k | 382.44 |
| 2022-09-30 | $2.8M | 7.7k | 357.11 |
| 2022-06-30 | $2.8M | 7.4k | 377.31 |
| 2022-03-31 | $3.4M | 7.6k | 451.65 |
| 2021-12-31 | $6.3M | 13k | 475.01 |
| 2021-09-30 | $10M | 24k | 429.14 |
| 2021-06-30 | $12M | 27k | 428.05 |
| 2021-03-31 | $11M | 27k | 396.35 |
| 2020-12-31 | $8.5M | 23k | 373.89 |
| 2020-09-30 | $5.7M | 17k | 334.84 |
| 2020-06-30 | $3.9M | 13k | 308.15 |
| 2020-03-31 | $3.3M | 13k | 258.15 |
| 2019-12-31 | $3.8M | 12k | 321.81 |
| 2019-09-30 | $1.8M | 6.0k | 296.79 |
| 2019-06-30 | $2.2M | 7.6k | 292.94 |
| 2019-03-31 | $2.0M | 7.2k | 282.55 |
| 2018-12-31 | $1.0M | 4.1k | 250.00 |
| 2018-09-30 | $1.0M | 3.5k | 290.86 |
| 2018-06-30 | $949k | 3.5k | 271.14 |
| 2018-03-31 | $907k | 3.4k | 263.05 |
| 2017-12-31 | $1.6M | 6.1k | 266.86 |
| 2016-03-31 | $215k | 1.0k | 205.35 |