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
Others Institutions Holding SPTM
# of Institutions
603Shares Held
83.5MCall Options Held
131KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC8.43MShares$559 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.67MShares$244 Million1.92% of portfolio
-
Cwm, LLC3.28MShares$218 Million1.02% of portfolio
-
Private Advisor Group, LLC3MShares$199 Million1.39% of portfolio
-
Envestnet Asset Management Inc2.79MShares$185 Million0.07% of portfolio