SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 4,292 Value ($000) $618 Avg Close — Range —
Q3 2025
Shares 2,185 Value ($000) $616 Avg Close — Range —
Q2 2025
Shares 2,025 Value ($000) $513 Avg Close — Range —
Q1 2025
Shares 2,167 Value ($000) $447 Avg Close — Range —
Q4 2024
Shares 5,176 Value ($000) $1,204 Avg Close — Range —
Q3 2024
Shares 5,590 Value ($000) $1,262 Avg Close — Range —
Q2 2024
Shares 5,723 Value ($000) $1,295 Avg Close — Range —
Q1 2024
Shares 5,929 Value ($000) $1,235 Avg Close — Range —
Q4 2023
Shares 6,793 Value ($000) $1,308 Avg Close — Range —
Q3 2023
Shares 18,561 Value ($000) $3,043 Avg Close — Range —
Q2 2023
Shares 6,615 Value ($000) $1,150 Avg Close — Range —
Q1 2023
Shares 6,658 Value ($000) $1,005 Avg Close — Range —
Q4 2022
Shares 6,669 Value ($000) $830 Avg Close — Range —
Q3 2022
Shares 6,669 Value ($000) $792 Avg Close — Range —
Q2 2022
Shares 6,355 Value ($000) $808 Avg Close — Range —
Q1 2022
Shares 6,359 Value ($000) $1,011 Avg Close — Range —
Q4 2021
Shares 6,449 Value ($000) $1,121 Avg Close — Range —
Q3 2021
Shares 6,052 Value ($000) $904 Avg Close — Range —
Q2 2021
Shares 6,087 Value ($000) $899 Avg Close — Range —
Q1 2021
Shares 5,952 Value ($000) $790 Avg Close — Range —
Q4 2020
Shares 5,489 Value ($000) $714 Avg Close — Range —
Q3 2020
Shares 5,633 Value ($000) $657 Avg Close — Range —
Q2 2020
Shares 6,049 Value ($000) $632 Avg Close — Range —
Q1 2020
Shares 8,084 Value ($000) $650 Avg Close — Range —
Q4 2019
Shares 8,518 Value ($000) $781 Avg Close — Range —
Q3 2019
Shares 8,635 Value ($000) $695 Avg Close — Range —
Q2 2019
Shares 9,764 Value ($000) $762 Avg Close — Range —
Q1 2019
Shares 13,364 Value ($000) $989 Avg Close — Range —
Q4 2018
Shares 13,907 Value ($000) $862 Avg Close — Range —
Q3 2018
Shares 5,664 Value ($000) $427 Avg Close — Range —
Q2 2018
Shares 5,564 Value ($000) $387 Avg Close — Range —
Q1 2018
Shares 5,564 Value ($000) $364 Avg Close — Range —
Q4 2017
Shares 6,489 Value ($000) $415 Avg Close — Range —
Q3 2017
Shares 6,582 Value ($000) $389 Avg Close — Range —
Q2 2017
Shares 7,333 Value ($000) $401 Avg Close — Range —
Q1 2017
Shares 7,952 Value ($000) $424 Avg Close — Range —
Q4 2016
Shares 6,777 Value ($000) $328 Avg Close — Range —
Q3 2016
Shares 1,400 Value ($000) $67 Avg Close — Range —
Q2 2016
Shares 700 Value ($000) $30 Avg Close — Range —
Q1 2016
Shares 5,739 Value ($000) $255 Avg Close — Range —
Q4 2015
Shares 5,562 Value ($000) $238 Avg Close — Range —
Q2 2015
Shares 12,846 Value ($000) $532 Avg Close — Range —
Q1 2015
Shares 13,096 Value ($000) $543 Avg Close — Range —
Q4 2014
Shares 14,169 Value ($000) $586 Avg Close — Range —
Q3 2014
Shares 14,492 Value ($000) $578 Avg Close — Range —
Q2 2014
Shares 14,467 Value ($000) $555 Avg Close — Range —
Q1 2014
Shares 12,692 Value ($000) $461 Avg Close — Range —
Q4 2013
Shares 12,584 Value ($000) $450 Avg Close — Range —
Q3 2013
Shares 12,795 Value ($000) $410 Avg Close — Range —
Q2 2013
Shares 11,745 Value ($000) $359 Avg Close — Range —