Valmark Advisers, Inc. Select Sector Spdr Tr Real Est Transaction History

Valmark Advisers, Inc.

  • $5.84 Billion
  • Q2 2024

A detailed history of Valmark Advisers, Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Valmark Advisers, Inc. holds 8,166 shares of XLRE stock, worth $361,263. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,166
Previous 6,662 22.58%
Holding current value
$361,263
Previous $263,000 19.01%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$35.73 - $39.2 $53,737 - $58,956
1,504 Added 22.58%
8,166 $313,000
Q1 2024

May 03, 2024
BUY
$37.55 - $40.43 $13,292 - $14,312
354 Added 5.61%
6,662 $263,000
Q4 2023

Feb 02, 2024
BUY
$32.19 - $40.5 $203,054 - $255,474
6,308 New
6,308 $252,000
Q2 2023

Aug 02, 2023
BUY
$35.21 - $37.75 $189,535 - $203,208
5,383 New
5,383 $202,000

Others Institutions Holding XLRE

# of Institutions
730
Shares Held
118M
Call Options Held
435K
Put Options Held
2.32M
View Full List

About SELECT SECTOR SPDR TR REAL EST

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