Aries Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$584K	Sell	10,899 -2,313	-18%	-$120K	0.11%	134
2026 Q1	$652K	Buy	13,212 +4,075	+45%	+$212K	0.14%	124
2025 Q4	$500K	Hold	9,137	–	–	0.11%	146
2025 Q3	$492K	Hold	9,137	–	–	0.12%	142
2025 Q2	$479K	Sell	9,137 -1,173	-11%	-$58.1K	0.13%	140
2025 Q1	$514K	Buy	10,310 +1,756	+21%	+$88.1K	0.14%	135
2024 Q4	$413K	Hold	8,554	–	–	0.11%	151
2024 Q3	$388K	Sell	8,554 -1,500	-15%	-$65.5K	0.11%	159
2024 Q2	$413K	Hold	10,054	–	–	0.13%	135
2024 Q1	$423K	Hold	10,054	–	–	0.14%	134
2023 Q4	$378K	Sell	10,054 -325	-3%	-$11.3K	0.13%	137
2023 Q3	$348K	Sell	10,379 -325	-3%	-$11.2K	0.14%	135
2023 Q2	$361K	Sell	10,704 -300	-3%	-$9.79K	0.14%	133
2023 Q1	$354K	Sell	11,004 -1,016	-8%	-$35.3K	0.15%	136
2022 Q4	$411K	Buy	12,020 +1,467	+14%	+$49.6K	0.18%	121
2022 Q3	$359K	Sell	10,553 -2,695	-20%	-$89.1K	0.16%	125
2022 Q2	$417K	Buy	+13,248	New	+$458K	0.19%	109
2022 Q1	–	Sell	-13,933	Closed	-$544K	–	234
2021 Q4	$544K	Buy	13,933 +1,520	+12%	+$59.7K	0.21%	103
2021 Q3	$466K	Sell	12,413 -650	-5%	-$24.3K	0.2%	107
2021 Q2	$479K	Buy	13,063 +2,575	+25%	+$94.2K	0.2%	100
2021 Q1	$369K	Buy	10,488 +2,110	+25%	+$67.8K	0.17%	117
2020 Q4	$259K	Hold	8,378	–	–	0.13%	141
2020 Q3	$202K	Buy	+8,378	New	+$204K	0.11%	140
2020 Q2	–	Sell	-13,443	Closed	-$269K	–	150
2020 Q1	$269K	Sell	13,443 -2,840	-17%	-$78.2K	0.21%	103
2019 Q4	$500K	Sell	16,283 -351	-2%	-$10.3K	0.31%	78
2019 Q3	$460K	Sell	16,634 -3,740	-18%	-$103K	0.31%	80
2019 Q2	$574K	Buy	20,374 +7,200	+55%	+$195K	0.4%	69
2019 Q1	$339K	Buy	13,174 +4,548	+53%	+$117K	0.25%	91
2018 Q4	$205K	Buy	+8,626	New	+$224K	0.22%	104

Other funds holding XLF

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

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Aries Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 18% in Q2 2026, selling an estimated $120K and leaving 10,899 shares worth $584K. The position accounts for 0.11% of the portfolio, ranked #134.

Aries Wealth Management first reported a position in XLF in Q4 2018 and has held it in 29 quarters since. The position peaked at $652K in Q1 2026. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Aries Wealth Management held 10,899 shares of State Street Financial Select Sector SPDR ETF worth $584K as of Q2 2026.
Aries Wealth Management sold 2,313 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $120K.
State Street Financial Select Sector SPDR ETF made up 0.11% of Aries Wealth Management's portfolio in Q2 2026, its #134 holding.
Aries Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
Aries Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $652K in Q1 2026.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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