Valmark Advisers, Inc. Industrial Sector Spdr Transaction History

Valmark Advisers, Inc.

  • $6.54 Billion
  • Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 5,684 shares of XLI stock, worth $812,016. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,684
Previous 3,678 54.54%
Holding current value
$812,016
Previous $484,000 53.93%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$128.78 - $141.67 $258,332 - $284,190
2,006 Added 54.54%
5,684 $745,000
Q4 2024

Jan 30, 2025
BUY
$131.76 - $143.99 $82,086 - $89,705
623 Added 20.39%
3,678 $484,000
Q3 2024

Oct 25, 2024
BUY
$120.56 - $135.44 $63,776 - $71,647
529 Added 20.94%
3,055 $413,000
Q2 2024

Jul 31, 2024
BUY
$120.47 - $125.94 $304,307 - $318,124
2,526 New
2,526 $307,000

Others Institutions Holding XLI

# of Institutions
1,563
Shares Held
137M
Call Options Held
20.2M
Put Options Held
54.2M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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