A detailed history of Valmark Advisers, Inc. transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,751 shares of XLB stock, worth $251,111. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,751
Holding current value
$251,111
% of portfolio
0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$86.95 - $97.09 $239,199 - $267,094
2,751 New
2,751 $265,000
Q1 2024

May 03, 2024

BUY
$80.98 - $92.89 $187,630 - $215,226
2,317 New
2,317 $215,000
Q3 2023

Nov 07, 2023

SELL
$77.84 - $85.72 $51,997 - $57,260
-668 Reduced 20.63%
2,570 $201,000
Q2 2023

Aug 02, 2023

SELL
$75.02 - $82.87 $1.19 Million - $1.31 Million
-15,845 Reduced 83.03%
3,238 $268,000
Q1 2023

May 01, 2023

SELL
$75.51 - $85.21 $320,011 - $361,119
-4,238 Reduced 18.17%
19,083 $1.54 Million
Q4 2022

Feb 06, 2023

BUY
$68.18 - $83.76 $159,200 - $195,579
2,335 Added 11.13%
23,321 $1.81 Million
Q3 2022

Nov 02, 2022

BUY
$67.32 - $81.52 $46,989 - $56,900
698 Added 3.44%
20,986 $1.43 Million
Q2 2022

Aug 01, 2022

BUY
$73.54 - $90.55 $1.49 Million - $1.84 Million
20,288 New
20,288 $1.49 Million

Others Institutions Holding XLB

About SELECT SECTOR SPDR FD-MATERIAL


  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.