Valmark Advisers, Inc. Spdr Ser Tr Russell 1000 Core Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,261 shares of ONEY stock, worth $242,740. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,261

Previous 2,157 4.82%

Holding current value

$242,740

Previous $234,000 5.13%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$106.44 - $113.12 $11,069 - $11,764	104 Added 4.82%	2,261 $246,000
Q4 2024 Jan 30, 2025	BUY	$108.28 - $117.54 $3,681 - $3,996	34 Added 1.6%	2,157 $234,000
Q3 2024 Oct 25, 2024	BUY	$102.5 - $112.27 $3,075 - $3,368	30 Added 1.43%	2,123 $238,000
Q2 2024 Jul 31, 2024	SELL	$102.32 - $108.08 $818 - $864	-8 Reduced 0.38%	2,093 $217,000
Q1 2024 May 03, 2024	SELL	$97.18 - $108.66 $680 - $760	-7 Reduced 0.33%	2,101 $228,000
Q4 2023 Feb 02, 2024	BUY	$86.22 - $101.67 $181,751 - $214,320	2,108 New	2,108 $212,000
Q1 2023 May 01, 2023	SELL	$89.15 - $102.43 $802 - $921	-9 Reduced 0.42%	2,153 $203,000
Q4 2022 Feb 06, 2023	BUY	$84.92 - $99.03 $183,597 - $214,102	2,162 New	2,162 $202,000

Others Institutions Holding ONEY

# of Institutions

121

Shares Held

6.65M

Call Options Held

Put Options Held

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About SPDR SER TR RUSSELL 1000 CORE

Ticker ONEY
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Valmark Advisers, Inc. Spdr Ser Tr Russell 1000 Core Transaction History