Valmark Advisers, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Valmark Advisers, Inc.

  • $5.7 Billion
  • Q1 2024

A detailed history of Valmark Advisers, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,359,687 shares of SPTM stock, worth $157 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares
2,359,687
Previous 2,289,558 3.06%
Holding current value
$157 Million
Previous $134 Million 13.11%
% of portfolio
2.66%
Previous 2.52%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$57.38 - $64.15 $4.02 Million - $4.5 Million
70,129 Added 3.06%
2,359,687 $151 Million
Q4 2023

Feb 02, 2024
BUY
$50.31 - $58.65 $1.39 Million - $1.63 Million
27,723 Added 1.23%
2,289,558 $134 Million
Q3 2023

Nov 07, 2023
BUY
$52.22 - $56.31 $3.97 Million - $4.28 Million
76,002 Added 3.48%
2,261,835 $119 Million
Q2 2023

Aug 02, 2023
BUY
$49.75 - $54.44 $6.29 Million - $6.88 Million
126,360 Added 6.14%
2,185,833 $119 Million
Q1 2023

May 01, 2023
BUY
$46.97 - $51.65 $4.29 Million - $4.72 Million
91,430 Added 4.65%
2,059,473 $104 Million
Q4 2022

Feb 06, 2023
BUY
$46.29 - $50.41 $5.11 Million - $5.57 Million
110,467 Added 5.95%
1,968,043 $93.1 Million
Q3 2022

Nov 02, 2022
BUY
N/A
98,188 Added 5.58%
1,857,576 $81.9 Million
Q2 2022

Aug 01, 2022
BUY
N/A
50,517 Added 2.96%
1,759,388 $81.8 Million
Q1 2022

May 10, 2022
BUY
N/A
1,574,398 Added 1170.79%
1,708,871 $95 Million
Q4 2021

Feb 02, 2022
BUY
N/A
15,480 Added 13.01%
134,473 $7.86 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-210 Reduced 0.18%
118,993 $6.31 Million
Q2 2021

Aug 06, 2021
SELL
N/A
-3,325 Reduced 2.71%
119,203 $6.31 Million
Q1 2021

May 04, 2021
SELL
N/A
-240 Reduced 0.2%
122,528 $6.03 Million
Q4 2020

Feb 03, 2021
SELL
N/A
-1,511 Reduced 1.22%
122,768 $5.66 Million
Q3 2020

Nov 09, 2020
SELL
N/A
-4,681 Reduced 3.63%
124,279 $5.08 Million
Q2 2020

Jul 31, 2020
BUY
N/A
21,761 Added 20.3%
128,960 $4.87 Million
Q1 2020

May 01, 2020
BUY
N/A
107,199 New
107,199 $3.37 Million

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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