Aries Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,560	Closed	-$467K	–	233
2025 Q1	$467K	Buy	3,560 +349	+11%	+$47.2K	0.13%	143
2024 Q4	$423K	Buy	3,211 +1,112	+53%	+$153K	0.12%	149
2024 Q3	$284K	Sell	2,099 -217	-9%	-$27.6K	0.08%	192
2024 Q2	$282K	Sell	2,316 -438	-16%	-$54K	0.09%	164
2024 Q1	$347K	Sell	2,754 -260	-9%	-$30.6K	0.11%	151
2023 Q4	$344K	Sell	3,014 -200	-6%	-$21K	0.12%	142
2023 Q3	$330K	Buy	3,214 +1,079	+51%	+$116K	0.13%	140
2023 Q2	$229K	Buy	2,135 +10	+0.5%	+$1.01K	0.09%	174
2023 Q1	$215K	Buy	+2,125	New	+$214K	0.09%	178

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Aries Wealth Management's XLI Position: Q2 2025 in Review

Aries Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 3,560 shares — an estimated $467K sold.

Aries Wealth Management first reported a position in XLI in Q1 2023 and held it in 9 quarters. The position peaked at $467K in Q1 2025. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Aries Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Aries Wealth Management sold 3,560 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $467K.
Aries Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and held it in 9 quarters.
Aries Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $467K in Q1 2025.
1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Aries Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.