Valmark Advisers, Inc. Technology Sector Spdr Transaction History

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 21,752 shares of XLK stock, worth $5.22 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
21,752
Previous 21,080 3.19%
Holding current value
$5.22 Million
Previous $4.76 Million 6.26%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 30, 2025
BUY
$220.26 - $241.44 $148,014 - $162,247
672 Added 3.19%
21,752 $5.06 Million
Q3 2024

Oct 25, 2024
BUY
$197.34 - $237.68 $547,026 - $658,848
2,772 Added 15.14%
21,080 $4.76 Million
Q2 2024

Jul 31, 2024
SELL
$192.53 - $231.41 $551,983 - $663,452
-2,867 Reduced 13.54%
18,308 $4.14 Million
Q1 2024

May 03, 2024
BUY
$184.12 - $211.02 $214,315 - $245,627
1,164 Added 5.82%
21,175 $4.41 Million
Q4 2023

Feb 02, 2024
SELL
$160.19 - $193.07 $66,158 - $79,737
-413 Reduced 2.02%
20,011 $3.85 Million
Q3 2023

Nov 07, 2023
SELL
$161.97 - $180.26 $108,519 - $120,774
-670 Reduced 3.18%
20,424 $3.35 Million
Q2 2023

Aug 02, 2023
SELL
$143.97 - $174.63 $690,768 - $837,874
-4,798 Reduced 18.53%
21,094 $3.67 Million
Q1 2023

May 01, 2023
BUY
$121.18 - $151.01 $76,706 - $95,589
633 Added 2.51%
25,892 $3.91 Million
Q4 2022

Feb 06, 2023
SELL
$116.56 - $136.15 $5,478 - $6,399
-47 Reduced 0.19%
25,259 $3.14 Million
Q3 2022

Nov 02, 2022
SELL
$118.78 - $151.56 $810,317 - $1.03 Million
-6,822 Reduced 21.23%
25,306 $3.01 Million
Q2 2022

Aug 01, 2022
BUY
$123.49 - $161.47 $1.35 Million - $1.76 Million
10,916 Added 51.46%
32,128 $4.08 Million
Q1 2022

May 10, 2022
BUY
$141.39 - $175.52 $562,449 - $698,218
3,978 Added 23.08%
21,212 $3.37 Million
Q4 2021

Feb 02, 2022
BUY
$148.06 - $176.65 $146,283 - $174,530
988 Added 6.08%
17,234 $3 Million
Q3 2021

Nov 09, 2021
BUY
$147.91 - $159.7 $59,016 - $63,720
399 Added 2.52%
16,246 $2.43 Million
Q2 2021

Aug 06, 2021
BUY
$131.31 - $147.82 $72,220 - $81,301
550 Added 3.6%
15,847 $2.34 Million
Q1 2021

May 04, 2021
BUY
$125.83 - $138.59 $109,849 - $120,989
873 Added 6.05%
15,297 $2.03 Million
Q4 2020

Feb 03, 2021
BUY
$110.86 - $130.52 $372,711 - $438,808
3,362 Added 30.39%
14,424 $1.88 Million
Q3 2020

Nov 09, 2020
BUY
$104.66 - $127.03 $159,815 - $193,974
1,527 Added 16.01%
11,062 $1.29 Million
Q2 2020

Jul 31, 2020
BUY
$76.54 - $104.63 $117,106 - $160,083
1,530 Added 19.11%
9,535 $996,000
Q1 2020

May 01, 2020
SELL
$70.4 - $102.79 $563 - $822
-8 Reduced 0.1%
8,005 $643,000
Q4 2019

Jan 31, 2020
SELL
$78.28 - $91.92 $40,705 - $47,798
-520 Reduced 6.09%
8,013 $735,000
Q3 2019

Nov 06, 2019
BUY
$79.69 - $81.76 $19,205 - $19,704
241 Added 2.91%
8,533 $687,000
Q2 2019

Aug 07, 2019
SELL
N/A
-122 Reduced 1.45%
8,292 $647,000
Q1 2019

May 10, 2019
BUY
N/A
3,313 Added 64.95%
8,414 $623,000
Q4 2018

Feb 07, 2019
BUY
N/A
1,234 Added 31.91%
5,101 $316,000
Q3 2018

Nov 02, 2018
BUY
N/A
77 Added 2.03%
3,867 $291,000
Q2 2018

Aug 07, 2018
SELL
N/A
-27 Reduced 0.71%
3,790 $263,000
Q1 2018

May 07, 2018
BUY
N/A
549 Added 16.8%
3,817 $250,000
Q4 2017

Feb 09, 2018
BUY
N/A
3,268
3,268 $209,000

Others Institutions Holding XLK

# of Institutions
2,387
Shares Held
182M
Call Options Held
13.8M
Put Options Held
18.2M
View Full List

About TECHNOLOGY SECTOR SPDR

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