SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 371 Value ($000) $15 Avg Close Range
Q3 2025
Shares 371 Value ($000) $16 Avg Close Range
Q2 2025
Shares 371 Value ($000) $15 Avg Close Range
Q1 2025
Shares 318 Value ($000) $13 Avg Close Range
Q4 2024
Shares 218 Value ($000) $9 Avg Close Range
Q3 2024
Shares 218 Value ($000) $10 Avg Close Range
Q2 2024
Shares 249 Value ($000) $10 Avg Close Range
Q1 2024
Shares 750 Value ($000) $30 Avg Close Range
Q4 2023
Shares 717 Value ($000) $29 Avg Close Range
Q3 2023
Shares 717 Value ($000) $24 Avg Close Range
Q2 2023
Shares 717 Value ($000) $27 Avg Close Range
Q1 2023
Shares 738 Value ($000) $28 Avg Close Range
Q4 2022
Shares 738 Value ($000) $27 Avg Close Range
Q3 2022
Shares 738 Value ($000) $27 Avg Close Range
Q2 2022
Shares 936 Value ($000) $38 Avg Close Range
Q1 2017
Shares 354 Value ($000) $11 Avg Close Range
Q4 2016
Shares 139 Value ($000) $4 Avg Close Range
Q3 2016
Shares 139 Value ($000) $5 Avg Close Range