A detailed history of Valmark Advisers, Inc. transactions in Spdr Ser Tr Ssga Gender Divers stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,580 shares of SHE stock, worth $311,509. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,580
Previous 2,580 -0.0%
Holding current value
$311,509
Previous $280,000 4.64%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 02, 2024

SELL
$82.32 - $95.28 $55,565 - $64,314
-675 Reduced 20.74%
2,580 $245,000
Q4 2021

Feb 02, 2022

SELL
$97.33 - $108.0 $24,332 - $27,000
-250 Reduced 7.13%
3,255 $333,000
Q2 2021

Aug 06, 2021

SELL
$96.0 - $101.91 $47,424 - $50,343
-494 Reduced 12.35%
3,505 $356,000
Q2 2020

Jul 31, 2020

SELL
$56.5 - $75.86 $7,910 - $10,620
-140 Reduced 3.38%
3,999 $284,000
Q1 2020

May 01, 2020

SELL
$51.2 - $80.2 $10,240 - $16,040
-200 Reduced 4.61%
4,139 $244,000
Q4 2019

Jan 31, 2020

SELL
$71.54 - $77.71 $14,308 - $15,541
-200 Reduced 4.41%
4,339 $335,000
Q3 2019

Nov 06, 2019

BUY
$72.93 - $74.64 $12,762 - $13,062
175 Added 4.01%
4,539 $333,000
Q2 2019

Aug 07, 2019

BUY
N/A
135 Added 3.19%
4,364 $322,000
Q2 2018

Aug 07, 2018

BUY
N/A
135 Added 3.3%
4,229 $306,000
Q4 2017

Feb 09, 2018

BUY
N/A
610 Added 17.51%
4,094 $290,000
Q3 2017

Nov 06, 2017

BUY
N/A
3,484
3,484 $242,000

Others Institutions Holding SHE

About SPDR SER TR SSGA GENDER DIVERS


  • Ticker SHE
  • Sector ETFs
  • Industry ETFs
More about SHE
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.