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

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

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 128,955 shares of SPBO stock, worth $3.78 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

128,955

Previous 98,724 30.62%

Holding current value

$3.78 Million

Previous $2.96 Million 24.6%

% of portfolio

0.06%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

162

Shares Held

52.1M

Call Options Held

20.1K

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO COR

Ticker SPBO
Sector ETFs
Industry ETFs

More about SPBO

Track This Portfolio

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.

Account

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