Valmark Advisers, Inc. Consumer Staples Sector Spdr Transaction History

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 9,475 shares of XLP stock, worth $720,479. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,475
Previous 8,087 17.16%
Holding current value
$720,479
Previous $614,000 17.26%
% of portfolio
0.01%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
N/A
1,388 Added 17.16%
9,475 $720,000
Q3 2024

Oct 25, 2024
SELL
$76.04 - $76.04 $8,288 - $8,288
-109 Reduced 1.33%
8,087 $614,000
Q2 2024

Jul 31, 2024
BUY
$73.08 - $78.4 $13,958 - $14,974
191 Added 2.39%
8,196 $627,000
Q1 2024

May 03, 2024
SELL
$71.59 - $76.36 $5,440 - $5,803
-76 Reduced 0.94%
8,005 $611,000
Q4 2023

Feb 02, 2024
SELL
$66.22 - $72.3 $48,804 - $53,285
-737 Reduced 8.36%
8,081 $582,000
Q3 2023

Nov 07, 2023
SELL
$68.8 - $76.1 $38,803 - $42,920
-564 Reduced 6.01%
8,818 $606,000
Q2 2023

Aug 02, 2023
SELL
$72.59 - $77.5 $4 Million - $4.27 Million
-55,073 Reduced 85.44%
9,382 $695,000
Q1 2023

May 01, 2023
BUY
$71.11 - $75.78 $211,481 - $225,369
2,974 Added 4.84%
64,455 $4.82 Million
Q4 2022

Feb 06, 2023
BUY
$71.53 - $77.19 $217,951 - $235,197
3,047 Added 5.21%
61,481 $4.58 Million
Q3 2022

Nov 02, 2022
BUY
N/A
3,324 Added 6.03%
58,434 $3.9 Million
Q2 2022

Aug 01, 2022
BUY
N/A
1,498 Added 2.79%
55,110 $3.98 Million
Q1 2022

May 10, 2022
BUY
N/A
4,944 Added 10.16%
53,612 $4.07 Million
Q4 2021

Feb 02, 2022
BUY
N/A
205 Added 0.42%
48,668 $3.75 Million
Q3 2021

Nov 09, 2021
BUY
N/A
211 Added 0.44%
48,463 $3.34 Million
Q2 2021

Aug 06, 2021
SELL
N/A
-404 Reduced 0.83%
48,252 $3.38 Million
Q1 2021

May 04, 2021
BUY
N/A
511 Added 1.06%
48,656 $3.32 Million
Q4 2020

Feb 03, 2021
BUY
N/A
778 Added 1.64%
48,145 $3.25 Million
Q3 2020

Nov 09, 2020
BUY
N/A
1,528 Added 3.33%
47,367 $3.04 Million
Q2 2020

Jul 31, 2020
SELL
N/A
-442 Reduced 0.96%
45,839 $2.69 Million
Q1 2020

May 01, 2020
BUY
N/A
6,334 Added 15.86%
46,281 $2.52 Million
Q4 2019

Jan 31, 2020
BUY
N/A
6,130 Added 18.13%
39,947 $2.52 Million
Q3 2019

Nov 06, 2019
BUY
N/A
2,660 Added 8.54%
33,817 $2.08 Million
Q2 2019

Aug 07, 2019
BUY
N/A
8,689 Added 38.67%
31,157 $1.81 Million
Q1 2019

May 10, 2019
BUY
N/A
4,938 Added 28.17%
22,468 $1.26 Million
Q4 2018

Feb 07, 2019
BUY
N/A
10,121 Added 136.6%
17,530 $890,000
Q3 2018

Nov 02, 2018
BUY
N/A
2,594 Added 53.87%
7,409 $400,000
Q2 2018

Aug 07, 2018
SELL
N/A
-905 Reduced 15.82%
4,815 $248,000
Q1 2018

May 07, 2018
SELL
N/A
-367 Reduced 6.03%
5,720 $301,000
Q4 2017

Feb 09, 2018
BUY
N/A
6,087
6,087 $346,000

Others Institutions Holding XLP

# of Institutions
1,320
Shares Held
168M
Call Options Held
13.4M
Put Options Held
18.7M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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.

Choose your preferred platform and Sign Up 👇 Telegram Email