Valmark Advisers, Inc. SPSM Holdings History
Valmark Advisers, Inc.'s SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Valmark Advisers, Inc. held 5.85 Mil shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $238.35 Mil. This investment constitutes 3.6% of their stock portfolio, and Valmark Advisers, Inc. now holds 2.18% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2020Q1. And since then Valmark Advisers, Inc. has made 15 purchases of SPSM, at an average price of $31.54, for a total of 9.74 Mil shares. In addition, there have been 6 sales at an average price of $36.71 for 3.90 Mil shares. Based on historical transaction data and SPSM's current price of $44.08, Valmark Advisers, Inc.'s estimated gain on his SPSM holdings is $93.44 Mil, reflecting a 30.40% gain to date.
Valmark Advisers, Inc. SPSM ($44.08) Holding Chart
Valmark Advisers, Inc. SPSM ($44.08) 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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