Valmark Advisers, Inc. Spdr Portfolio Short Term Corp Transaction History
Valmark Advisers, Inc.
- $5.84 Billion
- Q2 2024
A detailed history of Valmark Advisers, Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Valmark Advisers, Inc. holds 7,198,476 shares of SPSB stock, worth $218 Million. This represents 3.66% of its overall portfolio holdings.
Number of Shares
7,198,476
Previous 6,670,238
7.92%
Holding current value
$218 Million
Previous $199 Million
7.67%
% of portfolio
3.66%
Previous 3.48%
Shares
28 transactions
Others Institutions Holding SPSB
# of Institutions
561Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS34MShares$1.03 Billion1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$541 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$155 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$151 Million0.08% of portfolio
-
Morgan Stanley New York, NY4.87MShares$147 Million0.01% of portfolio