A detailed history of Valmark Advisers, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 3,055 shares of XLI stock, worth $409,431. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,055
Previous 2,526 20.94%
Holding current value
$409,431
Previous $307,000 34.53%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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