Valmark Advisers, Inc. Spdr Portfolio Transaction History
Valmark Advisers, Inc.
- $5.84 Billion
- Q2 2024
A detailed history of Valmark Advisers, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Valmark Advisers, Inc. holds 5,704,565 shares of SPMD stock, worth $311 Million. This represents 5.01% of its overall portfolio holdings.
Number of Shares
5,704,565
Previous 5,682,202
0.39%
Holding current value
$311 Million
Previous $303 Million
3.45%
% of portfolio
5.01%
Previous 5.32%
Shares
18 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio