Aries Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Aries Wealth Management's XLU Position: Q2 2026 in Review
Aries Wealth Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 5,498 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #216.
Aries Wealth Management first reported a position in XLU in Q2 2022 and has held it in 17 quarters since. The position peaked at $494K in Q4 2023. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Aries Wealth Management held 5,498 shares of State Street Utilities Select Sector SPDR ETF worth $249K as of Q2 2026.
- Aries Wealth Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
- State Street Utilities Select Sector SPDR ETF made up 0.05% of Aries Wealth Management's portfolio in Q2 2026, its #216 holding.
- Aries Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
- Aries Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $494K in Q4 2023.
- 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.