Valmark Advisers, Inc. Spdr Ser Tr Spdr Portfolio Cor Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Valmark Advisers, Inc. holds 122,147 shares of SPBO stock, worth $3.52 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

122,147

Previous 128,955 5.28%

Holding current value

$3.52 Million

Previous $3.69 Million 4.01%

% of portfolio

0.05%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$28.27 - $29.28 $192,462 - $199,338	-6,808 Reduced 5.28%	122,147 $3.55 Million
Q4 2024 Jan 30, 2025	BUY	$28.56 - $30.02 $863,397 - $907,534	30,231 Added 30.62%	128,955 $3.69 Million
Q3 2024 Oct 25, 2024	SELL	$28.45 - $30.18 $60,939 - $64,645	-2,142 Reduced 2.12%	98,724 $2.96 Million
Q2 2024 Jul 31, 2024	SELL	$28.13 - $28.99 $21,406 - $22,061	-761 Reduced 0.75%	100,866 $2.89 Million
Q1 2024 May 03, 2024	SELL	$28.68 - $29.47 $37,800 - $38,841	-1,318 Reduced 1.28%	101,627 $2.96 Million
Q4 2023 Feb 02, 2024	BUY	$26.77 - $29.6 $1.34 Million - $1.49 Million	50,209 Added 95.21%	102,945 $3.03 Million
Q3 2023 Nov 07, 2023	SELL	$27.56 - $28.96 $64,931 - $68,229	-2,356 Reduced 4.28%	52,736 $1.45 Million
Q2 2023 Aug 02, 2023	SELL	$28.44 - $29.46 $133,895 - $138,697	-4,708 Reduced 7.87%	55,092 $1.59 Million
Q1 2023 May 01, 2023	SELL	$28.24 - $29.83 $4,094 - $4,325	-145 Reduced 0.24%	59,800 $1.75 Million
Q4 2022 Feb 06, 2023	BUY	$26.99 - $29.37 $1.62 Million - $1.76 Million	59,945 New	59,945 $1.7 Million

Others Institutions Holding SPBO

# of Institutions

178

Shares Held

45.2M

Call Options Held

17.2K

Put Options Held

12.2K

View Full List

About SPDR SER TR SPDR PORTFOLIO COR

Ticker SPBO
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Valmark Advisers, Inc. Spdr Ser Tr Spdr Portfolio Cor Transaction History