Aries Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $299K | Hold |
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|
2025
Q2 | $280K | Sell |
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|
2025
Q1 | $307K | Buy |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $332K | Sell |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $411K | Sell |
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|
2023
Q4 | $494K | Sell |
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|
2023
Q3 | $491K | Buy |
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|
2023
Q2 | $406K | Buy |
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|
2023
Q1 | $377K | Sell |
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|
2022
Q4 | $400K | Buy |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $259K | Buy |
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