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Valmark Advisers, Inc.: SPYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on SPYG, newest first. How the timeline and the estimate are built.

Valmark Advisers, Inc. held 4,738,201 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,738,201 shares
    Change vs previous 13F -146,137 shares

    5.98% of the 13F portfolio, value $563,798,590.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,884,338 shares
    Change vs previous 13F +223,140 shares

    5.68% of the 13F portfolio, value $478,225,509.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,661,198 shares
    Change vs previous 13F +16,182 shares

    6.13% of the 13F portfolio, value $497,349,848.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,645,016 shares
    Change vs previous 13F +52,840 shares

    6.28% of the 13F portfolio, value $485,450,643.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,592,176 shares
    Change vs previous 13F -152,168 shares

    6.1% of the 13F portfolio, value $437,726,179.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,744,344 shares
    Change vs previous 13F +109,101 shares

    5.76% of the 13F portfolio, value $381,302,909.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,635,243 shares
    Change vs previous 13F -3,444 shares

    6.32% of the 13F portfolio, value $407,437,847.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,638,687 shares
    Change vs previous 13F not available

    6.02% of the 13F portfolio, value $384,732,728.

    13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).