Valmark Advisers, Inc. Spdr Portfolio Transaction History
Valmark Advisers, Inc.
- $7.08 Billion
- Q2 2025
A detailed history of Valmark Advisers, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Valmark Advisers, Inc. holds 4,592,176 shares of SPYG stock, worth $456 Million. This represents 6.19% of its overall portfolio holdings.
Number of Shares
4,592,176
Previous 4,744,344
3.21%
Holding current value
$456 Million
Previous $381 Million
14.8%
% of portfolio
6.19%
Previous 5.83%
Shares
30 transactions
Others Institutions Holding SPYG
# of Institutions
1,307Shares Held
318MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.76 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$1.91 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.13 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.02 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$979 Million0.24% of portfolio