Valmark Advisers, Inc.'s ownership history for XLE

Valmark Advisers, Inc. currently holds 97.1K shares with a market value of $8.7M. It started holding XLE on 2024-09-30. At its peak, it held 97.1K shares on 2025-09-30. Its highest holding value was $8.7M on 2025-09-30. At its lowest, it held 76.0K shares on 2024-09-30, with a value of $6.7M on 2024-09-30. In the recent 180 days, Valmark Advisers, Inc. has increased its shares by 7.3K. In the recent year, Valmark Advisers, Inc. has increased its shares by 21.1K.