Valmark Advisers, Inc.'s ownership history for SPY

Valmark Advisers, Inc. currently holds 14.9K shares with a market value of $10.2M. It started holding SPY on 2024-09-30. At its peak, it held 15.1K shares on 2025-09-30. Its highest holding value was $10.2M on 2025-12-31. At its lowest, it held 12.3K shares on 2024-09-30, with a value of $7.1M on 2024-09-30. In the recent 180 days, Valmark Advisers, Inc. has decreased its shares by 227. In the recent year, Valmark Advisers, Inc. has increased its shares by 1.8K.

It has also owned 77 contracts of puts, with the market value of the underlying securities totaling $5.3M on 2024-09-30. At its peak, it held 100 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $5.9M on 2024-12-31. At its lowest, it held 77 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $4.3M on 2025-03-31. In the recent 180 days, Valmark Advisers, Inc. has increased its holdings by 0 contracts. In the recent year, Valmark Advisers, Inc. has increased its holdings by 14.8K contracts.