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

Valmark Advisers, Inc.

$6.38 Billion
Q4 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 12,303 shares of XLRE stock, worth $516,356. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,303

Previous 17,279 28.8%

Holding current value

$516,356

Previous $771,000 35.15%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$40.06 - $45.21 $199,338 - $224,964	-4,976 Reduced 28.8%	12,303 $500,000
Q3 2024 Oct 25, 2024	BUY	$38.04 - $45.36 $346,658 - $413,365	9,113 Added 111.6%	17,279 $771,000
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

835

Shares Held

137M

Call Options Held

947K

Put Options Held

4.5M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

Track This Portfolio

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.

Account

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