Valmark Advisers, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Valmark Advisers, Inc.
- $6.54 Billion
- Q1 2025
A detailed history of Valmark Advisers, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Valmark Advisers, Inc. holds 5,847,674 shares of SPSM stock, worth $228 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
5,847,674
Previous 5,382,244
8.65%
Holding current value
$228 Million
Previous $242 Million
1.41%
% of portfolio
3.64%
Previous 3.79%
Shares
21 transactions
Others Institutions Holding SPSM
# of Institutions
965Shares Held
214MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$862 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$819 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$630 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$254 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$216 Million0.05% of portfolio