Valmark Advisers, Inc. SPSB Holdings History
Valmark Advisers, Inc.'s SPDR Portfolio Short Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Valmark Advisers, Inc. held 7.74 Mil shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $232.89 Mil. This investment constitutes 3.51% of their stock portfolio, and Valmark Advisers, Inc. now holds 2.93% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.
The initial trade took place in 2013Q2. And since then Valmark Advisers, Inc. has made 32 purchases of SPSB, at an average price of $30.46, for a total of 15.07 Mil shares. In addition, there have been 16 sales at an average price of $30.23 for 7.33 Mil shares. Based on historical transaction data and SPSB's current price of $30.05, Valmark Advisers, Inc.'s estimated gain on his SPSB holdings is $-4.83 Mil, reflecting a -1.05% gain to date.
Valmark Advisers, Inc. SPSB ($30.05) Holding Chart
Valmark Advisers, Inc. SPSB ($30.05) 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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