SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

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

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

Q4 2025
Shares 495 Value ($000) $77 Avg Close — Range —
Q3 2025
Shares 482 Value ($000) $74 Avg Close — Range —
Q2 2025
Shares 482 Value ($000) $71 Avg Close — Range —
Q1 2025
Shares 1,240 Value ($000) $163 Avg Close — Range —
Q4 2024
Shares 2,052 Value ($000) $270 Avg Close — Range —
Q3 2024
Shares 1,244 Value ($000) $168 Avg Close — Range —
Q2 2024
Shares 1,273 Value ($000) $155 Avg Close — Range —
Q1 2024
Shares 1,273 Value ($000) $160 Avg Close — Range —
Q4 2023
Shares 1,265 Value ($000) $144 Avg Close — Range —
Q3 2023
Shares 1,465 Value ($000) $149 Avg Close — Range —
Q2 2023
Shares 1,540 Value ($000) $165 Avg Close — Range —
Q1 2023
Shares 1,554 Value ($000) $157 Avg Close — Range —
Q4 2022
Shares 1,960 Value ($000) $192 Avg Close — Range —
Q3 2022
Shares 2,035 Value ($000) $169 Avg Close — Range —
Q2 2022
Shares 2,551 Value ($000) $223 Avg Close — Range —
Q1 2022
Shares 2,551 Value ($000) $263 Avg Close — Range —
Q4 2021
Shares 3,119 Value ($000) $330 Avg Close — Range —
Q3 2021
Shares 3,811 Value ($000) $373 Avg Close — Range —
Q2 2021
Shares 3,867 Value ($000) $396 Avg Close — Range —
Q1 2021
Shares 3,870 Value ($000) $381 Avg Close — Range —
Q4 2020
Shares 3,551 Value ($000) $314 Avg Close — Range —
Q3 2020
Shares 3,685 Value ($000) $284 Avg Close — Range —
Q2 2020
Shares 3,251 Value ($000) $223 Avg Close — Range —
Q1 2020
Shares 3,387 Value ($000) $200 Avg Close — Range —
Q4 2019
Shares 3,402 Value ($000) $277 Avg Close — Range —
Q3 2019
Shares 3,106 Value ($000) $241 Avg Close — Range —
Q2 2019
Shares 3,467 Value ($000) $268 Avg Close — Range —
Q1 2019
Shares 3,467 Value ($000) $260 Avg Close — Range —
Q4 2018
Shares 4,093 Value ($000) $264 Avg Close — Range —
Q3 2018
Shares 2,709 Value ($000) $212 Avg Close — Range —
Q1 2018
Shares 2,696 Value ($000) $200 Avg Close — Range —
Q4 2017
Shares 2,796 Value ($000) $212 Avg Close — Range —
Q1 2017
Shares 655 Value ($000) $43 Avg Close — Range —
Q4 2016
Shares 300 Value ($000) $19 Avg Close — Range —
Q3 2016
Shares 200 Value ($000) $12 Avg Close — Range —
Q2 2015
Shares 5,085 Value ($000) $275 Avg Close — Range —
Q1 2015
Shares 5,293 Value ($000) $295 Avg Close — Range —
Q4 2014
Shares 3,938 Value ($000) $223 Avg Close — Range —
Q3 2014
Shares 6,037 Value ($000) $321 Avg Close — Range —
Q2 2014
Shares 6,012 Value ($000) $325 Avg Close — Range —
Q1 2014
Shares 4,777 Value ($000) $250 Avg Close — Range —
Q4 2013
Shares 4,556 Value ($000) $238 Avg Close — Range —
Q3 2013
Shares 4,781 Value ($000) $222 Avg Close — Range —