Valmark Advisers, Inc. SPTM Holdings History
Valmark Advisers, Inc.'s SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-03-31, Valmark Advisers, Inc. held 2.66 Mil shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $180.75 Mil. This investment constitutes 2.73% of their stock portfolio, and Valmark Advisers, Inc. now holds 1.9% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2020Q1. And since then Valmark Advisers, Inc. has made 15 purchases of SPTM, at an average price of $55.06, for a total of 2.70 Mil shares. In addition, there have been 6 sales at an average price of $59.77 for 44,239.00 shares. Based on historical transaction data and SPTM's current price of $74.93, Valmark Advisers, Inc.'s estimated gain on his SPTM holdings is $53.02 Mil, reflecting a 35.65% gain to date.
Valmark Advisers, Inc. SPTM ($74.93) Holding Chart
Valmark Advisers, Inc. SPTM ($74.93) 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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