Aries Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$252K	Hold	5,498	–	–	0.06%	201
2025 Q4	$235K	Sell	5,498 -1,350	-20%	-$59.8K	0.05%	213
2025 Q3	$299K	Hold	6,848	–	–	0.07%	184
2025 Q2	$280K	Sell	6,848 -938	-12%	-$37.4K	0.07%	188
2025 Q1	$307K	Buy	7,786 +128	+2%	+$5K	0.08%	173
2024 Q4	$290K	Sell	7,658 -568	-7%	-$22.5K	0.08%	182
2024 Q3	$332K	Sell	8,226 -250	-3%	-$9.27K	0.09%	177
2024 Q2	$289K	Sell	8,476 -4,040	-32%	-$139K	0.09%	161
2024 Q1	$411K	Sell	12,516 -3,090	-20%	-$96.5K	0.13%	136
2023 Q4	$494K	Sell	15,606 -800	-5%	-$24.5K	0.18%	122
2023 Q3	$491K	Buy	16,406 +3,988	+32%	+$129K	0.19%	116
2023 Q2	$406K	Buy	12,418 +1,290	+12%	+$43.4K	0.16%	129
2023 Q1	$377K	Sell	11,128 -230	-2%	-$7.79K	0.15%	132
2022 Q4	$400K	Buy	11,358 +1,610	+17%	+$54.7K	0.17%	122
2022 Q3	$325K	Buy	9,748 +2,360	+32%	+$86.5K	0.14%	132
2022 Q2	$259K	Buy	+7,388	New	+$267K	0.12%	139