Valmark Advisers, Inc. Spdr Portfolio Short Term Corp Transaction History
Valmark Advisers, Inc.
- $7.08 Billion
- Q2 2025
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 8,023,854 shares of SPSB stock, worth $242 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
8,023,854
Previous 7,737,248
3.7%
Holding current value
$242 Million
Previous $233 Million
4.01%
% of portfolio
3.42%
Previous 3.56%
Shares
32 transactions
Others Institutions Holding SPSB
# of Institutions
616Shares Held
221MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$754 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$191 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$148 Million0.01% of portfolio