Valmark Advisers, Inc. SPYV Holdings History
Valmark Advisers, Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Valmark Advisers, Inc. held 7.95 Mil shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $405.75 Mil. This investment constitutes 6.12% of their stock portfolio, and Valmark Advisers, Inc. now holds 1.6% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q3. And since then Valmark Advisers, Inc. has made 12 purchases of SPYV, at an average price of $33.49, for a total of 10.30 Mil shares. In addition, there have been 11 sales at an average price of $36.99 for 2.35 Mil shares. Based on historical transaction data and SPYV's current price of $53.06, Valmark Advisers, Inc.'s estimated gain on his SPYV holdings is $163.74 Mil, reflecting a 47.48% gain to date.
Valmark Advisers, Inc. SPYV ($53.06) Holding Chart
Valmark Advisers, Inc. SPYV ($53.06) 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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