Valmark Advisers, Inc. Financial Sector Spdr Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 25,261 shares of XLF stock, worth $1.24 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

25,261

Previous 25,959 2.69%

Holding current value

$1.24 Million

Previous $1.18 Million 3.74%

% of portfolio

0.02%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$44.89 - $51.34 $31,333 - $35,835	-698 Reduced 2.69%	25,261 $1.22 Million
Q3 2024 Oct 25, 2024	SELL	$40.84 - $45.74 $8,698 - $9,742	-213 Reduced 0.81%	25,959 $1.18 Million
Q2 2024 Jul 31, 2024	SELL	$39.59 - $42.49 $100,677 - $108,052	-2,543 Reduced 8.86%	26,172 $1.08 Million
Q1 2024 May 03, 2024	SELL	$37.27 - $42.12 $27,840 - $31,463	-747 Reduced 2.54%	28,715 $1.21 Million
Q4 2023 Feb 02, 2024	SELL	$31.45 - $37.72 $155,079 - $185,997	-4,931 Reduced 14.34%	29,462 $1.11 Million
Q3 2023 Nov 07, 2023	SELL	$33.17 - $35.6 $251,693 - $270,132	-7,588 Reduced 18.07%	34,393 $1.14 Million
Q2 2023 Aug 02, 2023	BUY	$31.55 - $33.71 $90,422 - $96,612	2,866 Added 7.33%	41,981 $1.42 Million
Q1 2023 May 01, 2023	SELL	$30.98 - $37.0 $100,468 - $119,991	-3,243 Reduced 7.66%	39,115 $1.26 Million
Q4 2022 Feb 06, 2023	BUY	$30.29 - $36.31 $176,802 - $211,941	5,837 Added 15.98%	42,358 $1.45 Million
Q3 2022 Nov 02, 2022	SELL	$30.36 - $35.81 $65,699 - $77,492	-2,164 Reduced 5.59%	36,521 $1.11 Million
Q2 2022 Aug 01, 2022	BUY	$30.84 - $38.22 $138,132 - $171,187	4,479 Added 13.09%	38,685 $1.22 Million
Q1 2022 May 10, 2022	BUY	$35.66 - $41.42 $426,778 - $495,714	11,968 Added 53.82%	34,206 $1.31 Million
Q4 2021 Feb 02, 2022	BUY	$37.54 - $40.62 $58,975 - $63,814	1,571 Added 7.6%	22,238 $868,000
Q3 2021 Nov 09, 2021	BUY	$35.11 - $39.0 $103,153 - $114,582	2,938 Added 16.57%	20,667 $776,000
Q2 2021 Aug 06, 2021	BUY	$34.47 - $38.47 $196,237 - $219,009	5,693 Added 47.3%	17,729 $650,000
Q1 2021 May 04, 2021	BUY	$28.95 - $34.77 $12,101 - $14,533	418 Added 3.6%	12,036 $410,000
Q4 2020 Feb 03, 2021	BUY	$23.61 - $29.48 $28,213 - $35,228	1,195 Added 11.47%	11,618 $342,000
Q3 2020 Nov 09, 2020	BUY	$22.68 - $25.49 $8,935 - $10,043	394 Added 3.93%	10,423 $251,000
Q2 2020 Jul 31, 2020	BUY	$19.55 - $26.74 $196,066 - $268,175	10,029 New	10,029 $232,000

Others Institutions Holding XLF

# of Institutions

2,049

Shares Held

761M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Valmark Advisers, Inc. Financial Sector Spdr Transaction History