Valmark Advisers, Inc. Spdr S&P 600 Small Cap Value E Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Valmark Advisers, Inc. holds 14,926 shares of SLYV stock, worth $1.15 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,926

Previous 15,740 5.17%

Holding current value

$1.15 Million

Previous $1.37 Million 14.79%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$77.33 - $90.16 $62,946 - $73,390	-814 Reduced 5.17%	14,926 $1.17 Million
Q4 2024 Jan 30, 2025	BUY	$84.34 - $95.14 $10,458 - $11,797	124 Added 0.79%	15,740 $1.37 Million
Q3 2024 Oct 25, 2024	SELL	$77.23 - $87.97 $88,042 - $100,285	-1,140 Reduced 6.8%	15,616 $1.36 Million
Q2 2024 Jul 31, 2024	SELL	$76.01 - $82.53 $90,831 - $98,623	-1,195 Reduced 6.66%	16,756 $1.31 Million
Q1 2024 May 03, 2024	BUY	$77.43 - $82.98 $40,341 - $43,232	521 Added 2.99%	17,951 $1.49 Million
Q4 2023 Feb 02, 2024	BUY	$66.67 - $84.55 $33,268 - $42,190	499 Added 2.95%	17,430 $1.45 Million
Q3 2023 Nov 07, 2023	SELL	$71.19 - $81.84 $89,912 - $103,363	-1,263 Reduced 6.94%	16,931 $1.23 Million
Q2 2023 Aug 02, 2023	BUY	$71.23 - $78.02 $177,291 - $194,191	2,489 Added 15.85%	18,194 $1.4 Million
Q1 2023 May 01, 2023	BUY	$72.3 - $86.64 $130,935 - $156,905	1,811 Added 13.03%	15,705 $1.2 Million
Q4 2022 Feb 06, 2023	BUY	$68.86 - $79.8 $107,834 - $124,966	1,566 Added 12.7%	13,894 $1.03 Million
Q3 2022 Nov 02, 2022	BUY	$67.14 - $82.32 $99,501 - $121,998	1,482 Added 13.66%	12,328 $828,000
Q2 2022 Aug 01, 2022	BUY	$70.38 - $84.1 $199,175 - $238,002	2,830 Added 35.3%	10,846 $785,000
Q1 2022 May 10, 2022	BUY	$78.85 - $87.08 $174,495 - $192,708	2,213 Added 38.14%	8,016 $668,000
Q4 2021 Feb 02, 2022	BUY	$80.48 - $90.28 $211,823 - $237,616	2,632 Added 83.0%	5,803 $492,000
Q3 2021 Nov 09, 2021	SELL	$78.25 - $86.49 $51,723 - $57,169	-661 Reduced 17.25%	3,171 $260,000
Q2 2021 Aug 06, 2021	SELL	$80.72 - $89.85 $52,548 - $58,492	-651 Reduced 14.52%	3,832 $328,000
Q1 2021 May 04, 2021	BUY	$65.44 - $87.88 $293,367 - $393,966	4,483 New	4,483 $368,000

Others Institutions Holding SLYV

# of Institutions

611

Shares Held

35.2M

Call Options Held

2.8K

Put Options Held

900

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About SPDR S&P 600 SMALL CAP VALUE E

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Valmark Advisers, Inc. Spdr S&P 600 Small Cap Value E Transaction History