AWM
Aries Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,723
| Closed | -$304K | – | 234 |
|
|
2025
Q1 | $304K | Sell |
3,723
-1,252
| -25% | -$102K | 0.08% | 176 |
|
|
2024
Q4 | $391K | Sell |
4,975
-980
| -16% | -$77K | 0.11% | 155 |
|
|
2024
Q3 | $494K | Sell |
5,955
-1,210
| -17% | -$100K | 0.14% | 136 |
|
|
2024
Q2 | $549K | Sell |
7,165
-1,125
| -14% | -$86.2K | 0.17% | 115 |
|
|
2024
Q1 | $633K | Sell |
8,290
-335
| -4% | -$25.6K | 0.2% | 108 |
|
|
2023
Q4 | $621K | Sell |
8,625
-1,180
| -12% | -$85K | 0.22% | 104 |
|
|
2023
Q3 | $662K | Sell |
9,805
-72
| -0.7% | -$4.86K | 0.26% | 94 |
|
|
2023
Q2 | $733K | Sell |
9,877
-363
| -4% | -$26.9K | 0.28% | 87 |
|
|
2023
Q1 | $765K | Buy |
10,240
+1,261
| +14% | +$94.2K | 0.31% | 83 |
|
|
2022
Q4 | $669K | Buy |
8,979
+5,714
| +175% | +$426K | 0.29% | 89 |
|
|
2022
Q3 | $237K | Buy |
+3,265
| New | +$237K | 0.1% | 162 |
|