Valmark Advisers, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Valmark Advisers, Inc.
- $5.84 Billion
- Q2 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 417,088 shares of SPDW stock, worth $15.3 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
417,088
Previous 417,672
0.14%
Holding current value
$15.3 Million
Previous $15 Million
2.26%
% of portfolio
0.25%
Previous 0.26%
Shares
18 transactions
Others Institutions Holding SPDW
# of Institutions
932Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.22 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.96 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.08 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.02 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$647 Million16.46% of portfolio