Valmark Advisers, Inc. Spdr Portfolio S&P 600 Small C Call Options Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPSM

# of Institutions

974

Shares Held

202M

Call Options Held

64.8K

Put Options Held

5.94K

Financial Engines Advisors L.L.C. Santa Clara, CA

22.6M
Shares

$992 Million
1.98% of portfolio
Lpl Financial LLC Fort Mill, SC

22.4M
Shares

$987 Million
0.37% of portfolio
Betterment LLC New York, NY

16.1M
Shares

$710 Million
1.56% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.65M
Shares

$248 Million
0.04% of portfolio
Morgan Stanley New York, NY

4.98M
Shares

$219 Million
0.01% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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