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

Valmark Advisers, Inc.

$7.6 Billion
Q3 2025

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 15,643 shares of XLRE stock, worth $640,580. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,643

Previous 14,978 4.44%

Holding current value

$640,580

Previous $620,000 6.29%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$40.94 - $42.85 $27,225 - $28,495	665 Added 4.44%	15,643 $659,000
Q2 2025 Jul 23, 2025	BUY	$37.08 - $42.26 $9,158 - $10,438	247 Added 1.68%	14,978 $620,000
Q1 2025 Apr 22, 2025	BUY	$39.18 - $43.52 $95,129 - $105,666	2,428 Added 19.74%	14,731 $616,000
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

837

Shares Held

152M

Call Options Held

490K

Put Options Held

2.31M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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