SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 4,334 Value ($000) $237 Avg Close — Range —
Q3 2025
Shares 4,555 Value ($000) $245 Avg Close — Range —
Q2 2025
Shares 5,155 Value ($000) $270 Avg Close — Range —
Q1 2025
Shares 4,984 Value ($000) $248 Avg Close — Range —
Q4 2024
Shares 9,346 Value ($000) $452 Avg Close — Range —
Q3 2024
Shares 10,546 Value ($000) $478 Avg Close — Range —
Q2 2024
Shares 11,656 Value ($000) $479 Avg Close — Range —
Q1 2024
Shares 11,656 Value ($000) $491 Avg Close — Range —
Q4 2023
Shares 11,664 Value ($000) $439 Avg Close — Range —
Q3 2023
Shares 11,664 Value ($000) $387 Avg Close — Range —
Q2 2023
Shares 11,896 Value ($000) $401 Avg Close — Range —
Q1 2023
Shares 12,172 Value ($000) $391 Avg Close — Range —
Q4 2022
Shares 12,355 Value ($000) $423 Avg Close — Range —
Q3 2022
Shares 12,355 Value ($000) $375 Avg Close — Range —
Q2 2022
Shares 12,454 Value ($000) $392 Avg Close — Range —
Q1 2022
Shares 12,404 Value ($000) $475 Avg Close — Range —
Q4 2021
Shares 12,617 Value ($000) $493 Avg Close — Range —
Q3 2021
Shares 13,439 Value ($000) $504 Avg Close — Range —
Q2 2021
Shares 14,154 Value ($000) $519 Avg Close — Range —
Q1 2021
Shares 14,196 Value ($000) $483 Avg Close — Range —
Q4 2020
Shares 15,080 Value ($000) $445 Avg Close — Range —
Q3 2020
Shares 15,112 Value ($000) $364 Avg Close — Range —
Q2 2020
Shares 15,376 Value ($000) $356 Avg Close — Range —
Q1 2020
Shares 17,250 Value ($000) $359 Avg Close — Range —
Q4 2019
Shares 17,566 Value ($000) $541 Avg Close — Range —
Q3 2019
Shares 17,680 Value ($000) $495 Avg Close — Range —
Q2 2019
Shares 19,073 Value ($000) $526 Avg Close — Range —
Q1 2019
Shares 19,383 Value ($000) $498 Avg Close — Range —
Q4 2018
Shares 34,074 Value ($000) $812 Avg Close — Range —
Q3 2018
Shares 11,619 Value ($000) $320 Avg Close — Range —
Q2 2018
Shares 11,286 Value ($000) $300 Avg Close — Range —
Q1 2018
Shares 11,286 Value ($000) $311 Avg Close — Range —
Q4 2017
Shares 10,933 Value ($000) $305 Avg Close — Range —
Q3 2017
Shares 10,661 Value ($000) $276 Avg Close — Range —
Q2 2017
Shares 12,064 Value ($000) $298 Avg Close — Range —
Q1 2017
Shares 3,700 Value ($000) $88 Avg Close — Range —
Q4 2016
Shares 2,420 Value ($000) $56 Avg Close — Range —
Q3 2016
Shares 1,000 Value ($000) $19 Avg Close — Range —
Q2 2015
Shares 17,575 Value ($000) $428 Avg Close — Range —
Q1 2015
Shares 17,961 Value ($000) $433 Avg Close — Range —
Q4 2014
Shares 17,475 Value ($000) $432 Avg Close — Range —
Q3 2014
Shares 17,673 Value ($000) $409 Avg Close — Range —
Q2 2014
Shares 17,673 Value ($000) $402 Avg Close — Range —
Q1 2014
Shares 17,669 Value ($000) $395 Avg Close — Range —
Q4 2013
Shares 17,503 Value ($000) $383 Avg Close — Range —
Q3 2013
Shares 16,578 Value ($000) $330 Avg Close — Range —
Q2 2013
Shares 16,128 Value ($000) $314 Avg Close — Range —