Valmark Advisers, Inc. Select Sector Spdr Fund Health Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Valmark Advisers, Inc. holds 117,270 shares of XLV stock, worth $17.8 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
117,270
Previous 122,710 4.43%
Holding current value
$17.8 Million
Previous $16.5 Million 1.33%
% of portfolio
0.21%
Previous 0.23%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$129.01 - $139.72 $701,814 - $760,076
-5,440 Reduced 4.43%
117,270 $16.3 Million
Q2 2025

Jul 23, 2025
BUY
$128.77 - $144.3 $1.29 Million - $1.44 Million
9,989 Added 8.86%
122,710 $16.5 Million
Q1 2025

Apr 22, 2025
BUY
$137.61 - $149.68 $2.61 Million - $2.83 Million
18,933 Added 20.19%
112,721 $16.5 Million
Q4 2024

Jan 30, 2025
BUY
$136.28 - $154.74 $1.3 Million - $1.48 Million
9,549 Added 11.34%
93,788 $12.9 Million
Q3 2024

Oct 25, 2024
BUY
$143.3 - $157.24 $928,727 - $1.02 Million
6,481 Added 8.33%
84,239 $13 Million
Q2 2024

Jul 31, 2024
BUY
$138.43 - $147.09 $876,123 - $930,932
6,329 Added 8.86%
77,758 $11.3 Million
Q1 2024

May 03, 2024
BUY
$138.48 - $147.86 $2.21 Million - $2.36 Million
15,935 Added 28.71%
71,429 $10.6 Million
Q4 2023

Feb 02, 2024
BUY
$123.14 - $136.38 $105,161 - $116,468
854 Added 1.56%
55,494 $7.57 Million
Q3 2023

Nov 07, 2023
SELL
$128.74 - $136.24 $101,318 - $107,220
-787 Reduced 1.42%
54,640 $7.03 Million
Q2 2023

Aug 02, 2023
BUY
$126.74 - $135.66 $3.93 Million - $4.21 Million
31,017 Added 127.07%
55,427 $7.36 Million
Q1 2023

May 01, 2023
SELL
$124.15 - $135.82 $178,776 - $195,580
-1,440 Reduced 5.57%
24,410 $3.16 Million
Q4 2022

Feb 06, 2023
BUY
$121.85 - $140.1 $364,940 - $419,599
2,995 Added 13.1%
25,850 $3.51 Million
Q3 2022

Nov 02, 2022
SELL
$121.11 - $134.29 $1.35 Million - $1.49 Million
-11,110 Reduced 32.71%
22,855 $2.77 Million
Q2 2022

Aug 01, 2022
BUY
$119.89 - $142.83 $2.49 Million - $2.97 Million
20,794 Added 157.88%
33,965 $4.36 Million
Q1 2022

May 10, 2022
BUY
$126.55 - $139.44 $559,097 - $616,045
4,418 Added 50.47%
13,171 $1.8 Million
Q4 2021

Feb 02, 2022
BUY
$125.34 - $141.49 $273,241 - $308,448
2,180 Added 33.17%
8,753 $1.23 Million
Q3 2021

Nov 09, 2021
BUY
$127.07 - $136.85 $161,887 - $174,346
1,274 Added 24.04%
6,573 $837,000
Q2 2021

Aug 06, 2021
BUY
$116.39 - $126.03 $126,515 - $136,994
1,087 Added 25.81%
5,299 $667,000
Q1 2021

May 04, 2021
BUY
$110.8 - $118.5 $94,512 - $101,080
853 Added 25.39%
4,212 $492,000
Q4 2020

Feb 03, 2021
BUY
$101.66 - $113.44 $130,328 - $145,430
1,282 Added 61.72%
3,359 $381,000
Q3 2020

Nov 09, 2020
BUY
$100.71 - $109.44 $209,174 - $227,306
2,077 New
2,077 $219,000
Q1 2020

May 01, 2020
SELL
$74.62 - $104.73 $262,737 - $368,754
-3,521 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
$87.95 - $103.11 $1,583 - $1,855
18 Added 0.51%
3,521 $359,000
Q3 2019

Nov 06, 2019
BUY
$89.33 - $92.0 $37,518 - $38,640
420 Added 13.62%
3,503 $316,000
Q2 2019

Aug 07, 2019
BUY
N/A
79 Added 2.63%
3,083 $286,000
Q1 2019

May 10, 2019
BUY
N/A
3,004 New
3,004 $276,000
Q1 2018

May 07, 2018
SELL
N/A
-2,441 Closed
0 $0
Q4 2017

Feb 09, 2018
BUY
N/A
2,441
2,441 $202,000

Others Institutions Holding XLV

# of Institutions
1,983
Shares Held
195M
Call Options Held
13.9M
Put Options Held
22.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

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