Valmark Advisers’s SPDR SSGA Ultra Short Term Bond ETF ULST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
29,565
+12,640
| +75% | +$514K | 0.02% | 306 |
|
|
2025
Q1 | $688K | Buy |
16,925
+3,509
| +26% | +$143K | 0.01% | 378 |
|
|
2024
Q4 | $542K | Sell |
13,416
-298
| -2% | -$12K | 0.01% | 399 |
|
|
2024
Q3 | $559K | Sell |
13,714
-353
| -3% | -$14.4K | 0.01% | 395 |
|
|
2024
Q2 | $569K | Sell |
14,067
-663
| -5% | -$26.8K | 0.01% | 371 |
|
|
2024
Q1 | $597K | Buy |
14,730
+1,403
| +11% | +$56.8K | 0.01% | 346 |
|
|
2023
Q4 | $538K | Buy |
+13,327
| New | +$538K | 0.01% | 341 |
|