Valmark Advisers, Inc. SPMD Holdings History
Valmark Advisers, Inc.'s SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, Valmark Advisers, Inc. held 6.37 Mil shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $325.97 Mil. This investment constitutes 4.92% of their stock portfolio, and Valmark Advisers, Inc. now holds 2.68% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2020Q2. And since then Valmark Advisers, Inc. has made 14 purchases of SPMD, at an average price of $32.64, for a total of 10.04 Mil shares. In addition, there have been 6 sales at an average price of $40.91 for 3.67 Mil shares. Based on historical transaction data and SPMD's current price of $55.60, Valmark Advisers, Inc.'s estimated gain on his SPMD holdings is $176.68 Mil, reflecting a 53.91% gain to date.
Valmark Advisers, Inc. SPMD ($55.60) Holding Chart
Valmark Advisers, Inc. SPMD ($55.60) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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