VALLEY WEALTH MANAGERS, INC.
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 924166
PARAMUS, NJ
Position in XLB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$23,186
+$2,144 QoQ
Shares Held
464
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,186 | 464 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $21,042 | 464 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $22,853 | 255 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $22,391 | 255 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $19,087 | 222 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $76,483 | 909 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $87,609 | 909 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $89,016 | 1,008 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $116,576 | 1,255 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $107,352 | 1,255 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $98,580 | 1,255 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $104,001 | 1,255 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $102,841 | 1,275 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $137,105 | 1,765 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $120,037 | 1,765 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $113,932 | 1,548 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||