SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q4 2025
Shares 1,602 Value ($000) $191 Avg Close — Range —
Q3 2025
Shares 810 Value ($000) $194 Avg Close — Range —
Q2 2025
Shares 810 Value ($000) $176 Avg Close — Range —
Q1 2025
Shares 868 Value ($000) $171 Avg Close — Range —
Q4 2024
Shares 1,777 Value ($000) $399 Avg Close — Range —
Q3 2024
Shares 1,702 Value ($000) $341 Avg Close — Range —
Q2 2024
Shares 1,813 Value ($000) $331 Avg Close — Range —
Q1 2024
Shares 2,141 Value ($000) $394 Avg Close — Range —
Q4 2023
Shares 2,141 Value ($000) $383 Avg Close — Range —
Q3 2023
Shares 2,141 Value ($000) $345 Avg Close — Range —
Q2 2023
Shares 2,141 Value ($000) $364 Avg Close — Range —
Q1 2023
Shares 2,173 Value ($000) $325 Avg Close — Range —
Q4 2022
Shares 2,898 Value ($000) $374 Avg Close — Range —
Q3 2022
Shares 2,898 Value ($000) $413 Avg Close — Range —
Q2 2022
Shares 2,737 Value ($000) $376 Avg Close — Range —
Q1 2022
Shares 2,731 Value ($000) $505 Avg Close — Range —
Q4 2021
Shares 2,750 Value ($000) $562 Avg Close — Range —
Q3 2021
Shares 2,476 Value ($000) $444 Avg Close — Range —
Q2 2021
Shares 2,484 Value ($000) $444 Avg Close — Range —
Q1 2021
Shares 2,448 Value ($000) $411 Avg Close — Range —
Q4 2020
Shares 2,313 Value ($000) $372 Avg Close — Range —
Q3 2020
Shares 2,611 Value ($000) $384 Avg Close — Range —
Q2 2020
Shares 2,283 Value ($000) $292 Avg Close — Range —
Q1 2020
Shares 3,317 Value ($000) $325 Avg Close — Range —
Q4 2019
Shares 5,904 Value ($000) $740 Avg Close — Range —
Q3 2019
Shares 5,167 Value ($000) $624 Avg Close — Range —
Q2 2019
Shares 5,617 Value ($000) $670 Avg Close — Range —
Q1 2019
Shares 6,627 Value ($000) $754 Avg Close — Range —
Q4 2018
Shares 17,927 Value ($000) $1,775 Avg Close — Range —
Q3 2018
Shares 1,994 Value ($000) $234 Avg Close — Range —
Q2 2018
Shares 1,932 Value ($000) $211 Avg Close — Range —
Q4 2017
Shares 2,049 Value ($000) $202 Avg Close — Range —
Q2 2017
Shares 2,827 Value ($000) $253 Avg Close — Range —
Q1 2017
Shares 1,225 Value ($000) $108 Avg Close — Range —
Q4 2016
Shares 500 Value ($000) $41 Avg Close — Range —
Q3 2016
Shares 500 Value ($000) $40 Avg Close — Range —
Q2 2016
Shares 500 Value ($000) $39 Avg Close — Range —