SPYV — SPDR SERIES TRUST

Ownership history in Valmark Advisers, Inc.  ·  32 quarters on record

This page tracks every 13F SEC filing in which Valmark Advisers, Inc. reported a position in SPDR SERIES TRUST (SPYV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.48% (2024 Q1)
Avg. % of fund
5.86%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 8,740,145 +231,888 +2.7% 6.12% $496.5M $56.81
2025 Q3 ADDED 8,508,257 +236,642 +2.9% 6.08% $470.8M $55.03
2025 Q2 ADDED 8,271,615 +326,580 +4.1% 6.02% $432.9M $51.81
2025 Q1 ADDED 7,945,035 +278,742 +3.6% 6.12% $405.8M $50.30
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPYV price (monthly, adj. close)

Other funds also holding SPYV

As of 2025 Q4 — sorted by position size

Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 21.05% Willis Johnson & Associates, Inc. 3Y 20.3% Compton Financial Group, LLC 3Y 18.46% BALANCED WEALTH GROUP LLC 16.02% Marathon Mission, Inc. 15.21% VISIONARY HORIZONS, LLC 12.99% Whitcomb & Hess, Inc. 3Y 12.9% Leslie Global Wealth, LLC 12.51% Octavia Wealth Advisors, LLC 3Y 12.42% Choice Wealth Advisors, LLC 3Y 12.0%
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