Valmark Advisers, Inc. Industrial Sector Spdr Transaction History

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 3,678 shares of XLI stock, worth $509,807. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,678
Previous 3,055 20.39%
Holding current value
$509,807
Previous $413,000 17.19%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,497
Shares Held
135M
Call Options Held
23M
Put Options Held
34.4M
View Full List

About INDUSTRIAL SECTOR SPDR

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