Valmark Advisers, Inc. SPYG Holdings History
Valmark Advisers, Inc.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Valmark Advisers, Inc. held 4.74 Mil shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $381.30 Mil. This investment constitutes 5.75% of their stock portfolio, and Valmark Advisers, Inc. now holds 1.25% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2018Q3. And since then Valmark Advisers, Inc. has made 13 purchases of SPYG, at an average price of $41.84, for a total of 7.10 Mil shares. In addition, there have been 14 sales at an average price of $50.49 for 2.35 Mil shares. Based on historical transaction data and SPYG's current price of $97.27, Valmark Advisers, Inc.'s estimated gain on his SPYG holdings is $283.32 Mil, reflecting a 95.42% gain to date.
Valmark Advisers, Inc. SPYG ($97.27) Holding Chart
Valmark Advisers, Inc. SPYG ($97.27) 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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