Aries Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$341K	Sell	2,905 -25	-0.9%	-$2.92K	0.07%	192
2026 Q1	$319K	Hold	2,930	–	–	0.07%	182
2025 Q4	$350K	Hold	2,930	–	–	0.08%	177
2025 Q3	$351K	Hold	2,930	–	–	0.08%	176
2025 Q2	$318K	Sell	2,930 -24	-0.8%	-$2.45K	0.08%	176
2025 Q1	$292K	Buy	2,954 +276	+10%	+$29.9K	0.08%	184
2024 Q4	$300K	Hold	2,678	–	–	0.08%	176
2024 Q3	$268K	Hold	2,678	–	–	0.07%	198
2024 Q2	$244K	Hold	2,678	–	–	0.08%	182
2024 Q1	$246K	Hold	2,678	–	–	0.08%	184
2023 Q4	$239K	Hold	2,678	–	–	0.09%	176
2023 Q3	$216K	Sell	2,678 -120	-4%	-$10.1K	0.08%	182
2023 Q2	$238K	Hold	2,798	–	–	0.09%	169
2023 Q1	$209K	Buy	+2,798	New	+$201K	0.09%	183
2022 Q4	–	Sell	-2,984	Closed	-$215K	–	195
2022 Q3	$215K	Buy	+2,984	New	+$233K	0.1%	169
2022 Q1	–	Sell	-3,140	Closed	-$321K	–	237
2021 Q4	$321K	Buy	3,140 +566	+22%	+$56.4K	0.12%	141
2021 Q3	$231K	Hold	2,574	–	–	0.1%	161
2021 Q2	$230K	Buy	2,574 +16	+0.6%	+$1.39K	0.1%	162
2021 Q1	$227K	Buy	2,558 +50	+2%	+$4.16K	0.1%	160
2020 Q4	$212K	Buy	+2,508	New	+$193K	0.11%	149
2020 Q1	–	Sell	-3,618	Closed	-$228K	–	159
2019 Q4	$228K	Hold	3,618	–	–	0.14%	137
2019 Q3	$218K	Sell	3,618 -36	-1%	-$2.17K	0.15%	137
2019 Q2	$222K	Buy	+3,654	New	+$214K	0.16%	136

Other funds holding XLY

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Aries Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.85% in Q2 2026, selling an estimated $2.92K and leaving 2,905 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #192.

Aries Wealth Management first reported a position in XLY in Q2 2019 and has held it in 23 quarters since. The position peaked at $351K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Aries Wealth Management held 2,905 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $341K as of Q2 2026.
Aries Wealth Management sold 25 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $2.92K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of Aries Wealth Management's portfolio in Q2 2026, its #192 holding.
Aries Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2019 and has held it in 23 quarters since.
Aries Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $351K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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