Aries Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Aries Wealth Management’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$697K	Sell	4,394 -50	-1%	-$7.44K	0.14%	122
2026 Q1	$652K	Hold	4,444	–	–	0.14%	125
2025 Q4	$688K	Sell	4,444 -450	-9%	-$67.4K	0.15%	121
2025 Q3	$681K	Hold	4,894	–	–	0.16%	117
2025 Q2	$660K	Sell	4,894 -591	-11%	-$79.8K	0.17%	115
2025 Q1	$801K	Buy	5,485 +127	+2%	+$18.4K	0.22%	102
2024 Q4	$737K	Sell	5,358 -463	-8%	-$67.8K	0.2%	109
2024 Q3	$897K	Sell	5,821 -105	-2%	-$15.9K	0.25%	91
2024 Q2	$864K	Sell	5,926 -25	-0.4%	-$3.59K	0.27%	89
2024 Q1	$879K	Hold	5,951	–	–	0.28%	87
2023 Q4	$812K	Sell	5,951 -343	-5%	-$44.6K	0.29%	82
2023 Q3	$826K	Buy	6,294 +249	+4%	+$33.1K	0.32%	80
2023 Q2	$802K	Sell	6,045 -295	-5%	-$38.9K	0.31%	81
2023 Q1	$821K	Buy	6,340 +1,000	+19%	+$131K	0.34%	81
2022 Q4	$725K	Buy	5,340 +1,250	+31%	+$166K	0.31%	84
2022 Q3	$543K	Buy	4,090 +548	+15%	+$70.6K	0.24%	98
2022 Q2	$454K	Buy	+3,542	New	+$464K	0.21%	103
2022 Q1	–	Sell	-1,581	Closed	-$223K	–	236
2021 Q4	$223K	Buy	+1,581	New	+$210K	0.09%	165

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Aries Wealth Management's XLV Position: Q2 2026 in Review

Aries Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.1% in Q2 2026, selling an estimated $7.44K and leaving 4,394 shares worth $697K. The position accounts for 0.14% of the portfolio, ranked #122.

Aries Wealth Management first reported a position in XLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $897K in Q3 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Aries Wealth Management held 4,394 shares of State Street Health Care Select Sector SPDR ETF worth $697K as of Q2 2026.
Aries Wealth Management sold 50 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $7.44K.
State Street Health Care Select Sector SPDR ETF made up 0.14% of Aries Wealth Management's portfolio in Q2 2026, its #122 holding.
Aries Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Aries Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $897K in Q3 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.