Valmark Advisers, Inc. Spdr Ssga Us Large Cap Low Vol Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Valmark Advisers, Inc. holds 21,285 shares of LGLV stock, worth $3.6 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

21,285

Previous 18,906 12.58%

Holding current value

$3.6 Million

Previous $3.2 Million 9.91%

% of portfolio

0.06%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$164.89 - $177.66 $392,273 - $422,653	2,379 Added 12.58%	21,285 $3.52 Million
Q3 2024 Oct 25, 2024	BUY	$151.63 - $169.74 $109,476 - $122,552	722 Added 3.97%	18,906 $3.2 Million
Q2 2024 Jul 31, 2024	BUY	$147.68 - $155.59 $413,208 - $435,340	2,798 Added 18.19%	18,184 $2.77 Million
Q1 2024 May 03, 2024	BUY	$144.21 - $155.74 $1.02 Million - $1.1 Million	7,046 Added 84.48%	15,386 $2.4 Million
Q4 2023 Feb 02, 2024	BUY	$130.07 - $145.59 $358,602 - $401,391	2,757 Added 49.38%	8,340 $1.21 Million
Q3 2023 Nov 07, 2023	BUY	$133.53 - $143.85 $400,055 - $430,974	2,996 Added 115.81%	5,583 $745,000
Q2 2023 Aug 02, 2023	BUY	$133.6 - $140.61 $134,134 - $141,172	1,004 Added 63.42%	2,587 $363,000
Q1 2023 May 01, 2023	BUY	$130.44 - $140.63 $782 - $843	6 Added 0.38%	1,583 $216,000
Q4 2022 Feb 06, 2023	BUY	$122.6 - $141.03 $193,340 - $222,404	1,577 New	1,577 $213,000
Q1 2020 May 01, 2020	SELL	$76.56 - $121.5 $4.93 Million - $7.83 Million	-64,420 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$108.62 - $114.28 $7 Million - $7.36 Million	64,420 New	64,420 $7.36 Million

Others Institutions Holding LGLV

# of Institutions

155

Shares Held

3.44M

Call Options Held

Put Options Held

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About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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Valmark Advisers, Inc. Spdr Ssga Us Large Cap Low Vol Transaction History