SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 26,470 Value ($000) $1,450 Avg Close Range
Q3 2025
Shares 28,082 Value ($000) $1,513 Avg Close Range
Q2 2025
Shares 28,884 Value ($000) $1,513 Avg Close Range
Q1 2025
Shares 27,939 Value ($000) $1,392 Avg Close Range
Q4 2024
Shares 25,261 Value ($000) $1,221 Avg Close Range
Q3 2024
Shares 25,959 Value ($000) $1,176 Avg Close Range
Q2 2024
Shares 26,172 Value ($000) $1,076 Avg Close Range
Q1 2024
Shares 28,715 Value ($000) $1,209 Avg Close Range
Q4 2023
Shares 29,462 Value ($000) $1,108 Avg Close Range
Q3 2023
Shares 34,393 Value ($000) $1,141 Avg Close Range
Q2 2023
Shares 41,981 Value ($000) $1,415 Avg Close Range
Q1 2023
Shares 39,115 Value ($000) $1,258 Avg Close Range
Q4 2022
Shares 42,358 Value ($000) $1,449 Avg Close Range
Q3 2022
Shares 36,521 Value ($000) $1,109 Avg Close Range
Q2 2022
Shares 38,685 Value ($000) $1,217 Avg Close Range
Q1 2022
Shares 34,206 Value ($000) $1,311 Avg Close Range
Q4 2021
Shares 22,238 Value ($000) $868 Avg Close Range
Q3 2021
Shares 20,667 Value ($000) $776 Avg Close Range
Q2 2021
Shares 17,729 Value ($000) $650 Avg Close Range
Q1 2021
Shares 12,036 Value ($000) $410 Avg Close Range
Q4 2020
Shares 11,618 Value ($000) $342 Avg Close Range
Q3 2020
Shares 10,423 Value ($000) $251 Avg Close Range
Q2 2020
Shares 10,029 Value ($000) $232 Avg Close Range