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Ssga Active Etf Tr ult sht trm bd shares owned by ValMark Advisers

Quarter-by-quarter ownership of Ssga Active Etf Tr ult sht trm bd (ULST) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Ssga Active Etf Tr ult sht trm bd

Tip: Access up to 7 years of quarterly data

All positions including Ssga Active Etf Tr ult sht trm bd held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ssga Active Etf Tr ult sht trm bd by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $597k 15k 40.50
2023-12-31 $538k 13k 40.38

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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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)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
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 Ssga Active Etf Tr ult sht trm bd

CWM
Gradient Investments
LPL Financial
Morgan Stanley
Royal Bank of Canada
Bouchey Financial
Avestar Capital
BIP Wealth
Congress Wealth Management LLC / DE /
Raymond James & Associates
Envestnet Asset Management
ORBA Wealth Advisors
WT Wealth Management
Wealth Enhancement Advisory Services
David Kennon

View all funds holding Ssga Active Etf Tr ult sht trm bd