Aries Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
3,424
-469
| -12% | -$38.3K | 0.07% | 188 |
|
|
2025
Q1 | $307K | Buy |
3,893
+64
| +2% | +$5.05K | 0.08% | 173 |
|
|
2024
Q4 | $290K | Sell |
3,829
-284
| -7% | -$21.5K | 0.08% | 182 |
|
|
2024
Q3 | $332K | Sell |
4,113
-125
| -3% | -$10.1K | 0.09% | 177 |
|
|
2024
Q2 | $289K | Sell |
4,238
-2,020
| -32% | -$138K | 0.09% | 161 |
|
|
2024
Q1 | $411K | Sell |
6,258
-1,545
| -20% | -$101K | 0.13% | 136 |
|
|
2023
Q4 | $494K | Sell |
7,803
-400
| -5% | -$25.3K | 0.18% | 122 |
|
|
2023
Q3 | $491K | Buy |
8,203
+1,994
| +32% | +$119K | 0.19% | 116 |
|
|
2023
Q2 | $406K | Buy |
6,209
+645
| +12% | +$42.2K | 0.16% | 129 |
|
|
2023
Q1 | $377K | Sell |
5,564
-115
| -2% | -$7.78K | 0.15% | 132 |
|
|
2022
Q4 | $400K | Buy |
5,679
+805
| +17% | +$56.8K | 0.17% | 122 |
|
|
2022
Q3 | $325K | Buy |
4,874
+1,180
| +32% | +$78.7K | 0.14% | 132 |
|
|
2022
Q2 | $259K | Buy |
+3,694
| New | +$259K | 0.12% | 139 |
|