SELECT SECTOR SPDR TR

Ticker: XLB CUSIP: 81369Y100 Class: SBI MATERIALS

VALLEY WEALTH MANAGERS, INC.'s Holding History (CIK: 0000924166)

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

Q4 2025
Shares 464 Value ($000) $21 Avg Close — Range —
Q3 2025
Shares 255 Value ($000) $23 Avg Close — Range —
Q2 2025
Shares 255 Value ($000) $22 Avg Close — Range —
Q1 2025
Shares 222 Value ($000) $19 Avg Close — Range —
Q4 2024
Shares 909 Value ($000) $76 Avg Close — Range —
Q3 2024
Shares 909 Value ($000) $88 Avg Close — Range —
Q2 2024
Shares 1,008 Value ($000) $89 Avg Close — Range —
Q1 2024
Shares 1,255 Value ($000) $117 Avg Close — Range —
Q4 2023
Shares 1,255 Value ($000) $107 Avg Close — Range —
Q3 2023
Shares 1,255 Value ($000) $99 Avg Close — Range —
Q2 2023
Shares 1,255 Value ($000) $104 Avg Close — Range —
Q1 2023
Shares 1,275 Value ($000) $103 Avg Close — Range —
Q4 2022
Shares 1,765 Value ($000) $137 Avg Close — Range —
Q3 2022
Shares 1,765 Value ($000) $120 Avg Close — Range —
Q2 2022
Shares 1,548 Value ($000) $114 Avg Close — Range —
Q1 2017
Shares 145 Value ($000) $8 Avg Close — Range —
Q4 2016
Shares 30 Value ($000) $1 Avg Close — Range —
Q3 2016
Shares 30 Value ($000) $1 Avg Close — Range —