Aries Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Aries Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Sell	28,148 -600	-2%	-$34.3K	0.29%	79
2026 Q1	$1.76M	Buy	28,748 +17,370	+153%	+$932K	0.39%	61
2025 Q4	$509K	Sell	11,378 -610	-5%	-$27.2K	0.11%	143
2025 Q3	$536K	Sell	11,988 -1,500	-11%	-$65.7K	0.13%	131
2025 Q2	$572K	Sell	13,488 -3,134	-19%	-$131K	0.15%	129
2025 Q1	$777K	Buy	16,622 +2,108	+15%	+$95K	0.21%	104
2024 Q4	$622K	Buy	14,514 +2,046	+16%	+$93K	0.17%	123
2024 Q3	$547K	Buy	12,468 +380	+3%	+$17K	0.15%	127
2024 Q2	$551K	Buy	12,088 +7,052	+140%	+$328K	0.17%	114
2024 Q1	$238K	Buy	+5,036	New	+$216K	0.08%	188
2022 Q1	–	Sell	-23,526	Closed	-$653K	–	232
2021 Q4	$653K	Sell	23,526 -500	-2%	-$14.1K	0.25%	92
2021 Q3	$626K	Hold	24,026	–	–	0.26%	88
2021 Q2	$647K	Hold	24,026	–	–	0.28%	84
2021 Q1	$591K	Buy	24,026 +280	+1%	+$6.46K	0.27%	86
2020 Q4	$492K	Sell	23,746 -1,082	-4%	-$18.6K	0.25%	92
2020 Q3	$372K	Buy	+24,828	New	+$441K	0.21%	101
2020 Q1	–	Sell	-8,344	Closed	-$254K	–	158
2019 Q4	$254K	Hold	8,344	–	–	0.16%	127
2019 Q3	$242K	Sell	8,344 -42	-0.5%	-$1.27K	0.16%	124
2019 Q2	$265K	Buy	+8,386	New	+$268K	0.19%	118

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Aries Wealth Management's XLE Position: Q2 2026 in Review

Aries Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.1% in Q2 2026, selling an estimated $34.3K and leaving 28,148 shares worth $1.49M. The position accounts for 0.29% of the portfolio, ranked #79.

Aries Wealth Management first reported a position in XLE in Q2 2019 and has held it in 19 quarters since. The position peaked at $1.76M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Aries Wealth Management held 28,148 shares of State Street Energy Select Sector SPDR ETF worth $1.49M as of Q2 2026.
Aries Wealth Management sold 600 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $34.3K.
State Street Energy Select Sector SPDR ETF made up 0.29% of Aries Wealth Management's portfolio in Q2 2026, its #79 holding.
Aries Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2019 and has held it in 19 quarters since.
Aries Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.76M in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.