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

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Valmark Advisers, Inc. holds 99,978 shares of SPMB stock, worth $2.18 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

99,978

Previous 106,088 5.76%

Holding current value

$2.18 Million

Previous $2.29 Million 3.59%

% of portfolio

0.03%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$21.23 - $22.14 $129,715 - $135,275	-6,110 Reduced 5.76%	99,978 $2.2 Million
Q4 2024 Jan 30, 2025	BUY	$21.43 - $22.55 $1.22 Million - $1.29 Million	57,063 Added 116.4%	106,088 $2.29 Million
Q3 2024 Oct 25, 2024	SELL	$21.35 - $22.73 $19,642 - $20,911	-920 Reduced 1.84%	49,025 $1.1 Million
Q2 2024 Jul 31, 2024	SELL	$20.97 - $21.76 $7,423 - $7,703	-354 Reduced 0.7%	49,945 $1.08 Million
Q1 2024 May 03, 2024	BUY	$21.41 - $22.04 $59,434 - $61,183	2,776 Added 5.84%	50,299 $1.09 Million
Q4 2023 Feb 02, 2024	BUY	$20.11 - $22.18 $445,275 - $491,109	22,142 Added 87.24%	47,523 $1.05 Million
Q3 2023 Nov 07, 2023	BUY	$20.73 - $21.96 $19,880 - $21,059	959 Added 3.93%	25,381 $527,000
Q2 2023 Aug 02, 2023	SELL	$21.68 - $22.43 $62,915 - $65,091	-2,902 Reduced 10.62%	24,422 $535,000
Q1 2023 May 01, 2023	BUY	$21.47 - $22.62 $1,910 - $2,013	89 Added 0.33%	27,324 $606,000
Q4 2022 Feb 06, 2023	BUY	$20.76 - $22.35 $565,398 - $608,702	27,235 New	27,235 $590,000

Others Institutions Holding SPMB

# of Institutions

248

Shares Held

269M

Call Options Held

35.6K

Put Options Held

3.54K

View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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