Valmark Advisers, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Valmark Advisers, Inc.
- $6.38 Billion
- Q4 2024
A detailed history of Valmark Advisers, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Valmark Advisers, Inc. holds 430,983 shares of SPDW stock, worth $15.4 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
430,983
Previous 416,043
3.59%
Holding current value
$15.4 Million
Previous $15.6 Million
5.87%
% of portfolio
0.23%
Previous 0.25%
Shares
20 transactions
Others Institutions Holding SPDW
# of Institutions
967Shares Held
495MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.21 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.13 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$971 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$626 Million16.39% of portfolio