SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Aries Wealth Management's Holding History (CIK: 0001729515)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 11,378 Value ($000) $509 Avg Close — Range —
Q3 2025
Shares 5,994 Value ($000) $536 Avg Close — Range —
Q2 2025
Shares 6,744 Value ($000) $572 Avg Close — Range —
Q1 2025
Shares 8,311 Value ($000) $777 Avg Close — Range —
Q4 2024
Shares 7,257 Value ($000) $622 Avg Close — Range —
Q3 2024
Shares 6,234 Value ($000) $547 Avg Close — Range —
Q2 2024
Shares 6,044 Value ($000) $551 Avg Close — Range —
Q1 2024
Shares 2,518 Value ($000) $238 Avg Close — Range —
Q4 2021
Shares 11,763 Value ($000) $653 Avg Close — Range —
Q3 2021
Shares 12,013 Value ($000) $626 Avg Close — Range —
Q2 2021
Shares 12,013 Value ($000) $647 Avg Close — Range —
Q1 2021
Shares 12,013 Value ($000) $591 Avg Close — Range —
Q4 2020
Shares 11,873 Value ($000) $492 Avg Close — Range —
Q3 2020
Shares 12,414 Value ($000) $372 Avg Close — Range —
Q4 2019
Shares 4,172 Value ($000) $254 Avg Close — Range —
Q3 2019
Shares 4,172 Value ($000) $242 Avg Close — Range —
Q2 2019
Shares 4,193 Value ($000) $265 Avg Close — Range —