SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Valmark Advisers, Inc.'s Holding History (CIK: 0001380443)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 198,661 Value ($000) $8,882 Avg Close — Range —
Q3 2025
Shares 97,071 Value ($000) $8,672 Avg Close — Range —
Q2 2025
Shares 95,679 Value ($000) $8,115 Avg Close — Range —
Q1 2025
Shares 89,810 Value ($000) $8,393 Avg Close — Range —
Q4 2024
Shares 81,932 Value ($000) $7,018 Avg Close — Range —
Q3 2024
Shares 76,004 Value ($000) $6,673 Avg Close — Range —
Q2 2024
Shares 70,569 Value ($000) $6,432 Avg Close — Range —
Q1 2024
Shares 67,273 Value ($000) $6,351 Avg Close — Range —
Q4 2023
Shares 64,290 Value ($000) $5,390 Avg Close — Range —
Q3 2023
Shares 63,984 Value ($000) $5,784 Avg Close — Range —
Q2 2023
Shares 62,254 Value ($000) $5,053 Avg Close — Range —
Q1 2023
Shares 60,945 Value ($000) $5,048 Avg Close — Range —
Q4 2022
Shares 58,455 Value ($000) $5,113 Avg Close — Range —
Q3 2022
Shares 55,141 Value ($000) $3,971 Avg Close — Range —
Q2 2022
Shares 51,636 Value ($000) $3,692 Avg Close — Range —
Q1 2022
Shares 70,012 Value ($000) $5,352 Avg Close — Range —
Q4 2021
Shares 64,666 Value ($000) $3,589 Avg Close — Range —
Q3 2021
Shares 65,640 Value ($000) $3,419 Avg Close — Range —
Q2 2021
Shares 64,300 Value ($000) $3,464 Avg Close — Range —
Q1 2021
Shares 60,534 Value ($000) $2,970 Avg Close — Range —
Q4 2020
Shares 59,042 Value ($000) $2,238 Avg Close — Range —
Q3 2020
Shares 55,596 Value ($000) $1,665 Avg Close — Range —
Q2 2020
Shares 56,153 Value ($000) $2,125 Avg Close — Range —
Q1 2020
Shares 58,368 Value ($000) $1,696 Avg Close — Range —
Q4 2019
Shares 47,800 Value ($000) $2,870 Avg Close — Range —
Q3 2019
Shares 44,820 Value ($000) $2,653 Avg Close — Range —
Q2 2019
Shares 43,104 Value ($000) $2,746 Avg Close — Range —
Q1 2019
Shares 32,126 Value ($000) $2,124 Avg Close — Range —
Q4 2018
Shares 28,269 Value ($000) $1,621 Avg Close — Range —
Q3 2018
Shares 20,956 Value ($000) $1,587 Avg Close — Range —
Q2 2018
Shares 19,096 Value ($000) $1,450 Avg Close — Range —
Q1 2018
Shares 19,855 Value ($000) $1,338 Avg Close — Range —
Q4 2017
Shares 19,636 Value ($000) $1,419 Avg Close — Range —