Valmark Advisers, Inc.'s ownership history for XLE

Valmark Advisers, Inc. currently holds 198.7K shares with a market value of $8.9M. It started holding XLE on 2024-09-30. At its peak, it held 198.7K shares on 2025-12-31. Its highest holding value was $8.9M on 2025-12-31. 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 103.0K. In the recent year, Valmark Advisers, Inc. has increased its shares by 116.7K.