SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 148,176 Value ($000) $6,625 Avg Close — Range —
Q3 2025
Shares 68,982 Value ($000) $6,163 Avg Close — Range —
Q2 2025
Shares 59,633 Value ($000) $5,057 Avg Close — Range —
Q1 2025
Shares 59,668 Value ($000) $5,576 Avg Close — Range —
Q4 2024
Shares 2,350 Value ($000) $201 Avg Close — Range —
Q3 2024
Shares 2,350 Value ($000) $206 Avg Close — Range —
Q2 2024
Shares 2,310 Value ($000) $211 Avg Close — Range —
Q1 2024
Shares 2,310 Value ($000) $218 Avg Close — Range —
Q4 2023
Shares 2,492 Value ($000) $209 Avg Close — Range —
Q3 2023
Shares 2,492 Value ($000) $225 Avg Close — Range —
Q2 2023
Shares 2,492 Value ($000) $202 Avg Close — Range —
Q1 2023
Shares 2,592 Value ($000) $215 Avg Close — Range —
Q4 2022
Shares 2,922 Value ($000) $256 Avg Close — Range —
Q3 2022
Shares 3,544 Value ($000) $255 Avg Close — Range —
Q2 2022
Shares 3,672 Value ($000) $263 Avg Close — Range —
Q1 2022
Shares 3,672 Value ($000) $281 Avg Close — Range —
Q4 2021
Shares 3,907 Value ($000) $217 Avg Close — Range —
Q3 2021
Shares 3,907 Value ($000) $204 Avg Close — Range —
Q2 2021
Shares 3,907 Value ($000) $210 Avg Close — Range —
Q4 2018
Shares 11,770 Value ($000) $675 Avg Close — Range —