Aries Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.44M	Sell	7,546 -44	-0.6%	-$7.52K	0.28%	80
2026 Q1	$1.01M	Hold	7,590	–	–	0.22%	97
2025 Q4	$1.09M	Hold	7,590	–	–	0.24%	90
2025 Q3	$1.07M	Hold	7,590	–	–	0.25%	94
2025 Q2	$961K	Sell	7,590 -324	-4%	-$36K	0.25%	93
2025 Q1	$817K	Buy	7,914 +154	+2%	+$17.5K	0.22%	100
2024 Q4	$902K	Sell	7,760 -96	-1%	-$11.2K	0.25%	93
2024 Q3	$887K	Hold	7,856	–	–	0.24%	94
2024 Q2	$889K	Buy	7,856 +230	+3%	+$24.2K	0.28%	86
2024 Q1	$794K	Hold	7,626	–	–	0.26%	94
2023 Q4	$734K	Sell	7,626 -90	-1%	-$8.01K	0.26%	92
2023 Q3	$657K	Sell	7,716 -580	-7%	-$49.7K	0.26%	95
2023 Q2	$721K	Sell	8,296 -650	-7%	-$51.2K	0.28%	90
2023 Q1	$675K	Sell	8,946 -228	-2%	-$15.7K	0.28%	93
2022 Q4	$571K	Hold	9,174	–	–	0.25%	101
2022 Q3	$587K	Sell	9,174 -480	-5%	-$32.8K	0.26%	93
2022 Q2	$614K	Buy	+9,654	New	+$672K	0.28%	86
2022 Q1	–	Sell	-7,744	Closed	-$673K	–	235
2021 Q4	$673K	Buy	7,744 +1,180	+18%	+$97.2K	0.26%	89
2021 Q3	$490K	Buy	6,564 +1,050	+19%	+$81K	0.21%	102
2021 Q2	$407K	Buy	5,514 +160	+3%	+$11.2K	0.17%	118
2021 Q1	$377K	Buy	5,354 +390	+8%	+$25.7K	0.17%	116
2020 Q4	$325K	Hold	4,964	–	–	0.16%	113
2020 Q3	$290K	Sell	4,964 -40	-0.8%	-$2.26K	0.16%	111
2020 Q2	$261K	Sell	5,004 -208	-4%	-$9.78K	0.16%	115
2020 Q1	$204K	Sell	5,212 -1,052	-17%	-$48K	0.16%	121
2019 Q4	$290K	Hold	6,264	–	–	0.18%	115
2019 Q3	$255K	Buy	6,264 +458	+8%	+$18.3K	0.17%	119
2019 Q2	$232K	Buy	+5,806	New	+$221K	0.16%	131

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

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

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

Aries Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.58% in Q2 2026, selling an estimated $7.52K and leaving 7,546 shares worth $1.44M. The position accounts for 0.28% of the portfolio, ranked #80.

Aries Wealth Management first reported a position in XLK in Q2 2019 and has held it in 28 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Aries Wealth Management held 7,546 shares of State Street Technology Select Sector SPDR ETF worth $1.44M as of Q2 2026.
Aries Wealth Management sold 44 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $7.52K.
State Street Technology Select Sector SPDR ETF made up 0.28% of Aries Wealth Management's portfolio in Q2 2026, its #80 holding.
Aries Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2019 and has held it in 28 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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