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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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 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 S&p 500 Etf by ValMark Advisers

Quarter filed Position value Share count Share price at filing
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