SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 9,137 Value ($000) $500 Avg Close Range
Q3 2025
Shares 9,137 Value ($000) $492 Avg Close Range
Q2 2025
Shares 9,137 Value ($000) $479 Avg Close Range
Q1 2025
Shares 10,310 Value ($000) $514 Avg Close Range
Q4 2024
Shares 8,554 Value ($000) $413 Avg Close Range
Q3 2024
Shares 8,554 Value ($000) $388 Avg Close Range
Q2 2024
Shares 10,054 Value ($000) $413 Avg Close Range
Q1 2024
Shares 10,054 Value ($000) $423 Avg Close Range
Q4 2023
Shares 10,054 Value ($000) $378 Avg Close Range
Q3 2023
Shares 10,379 Value ($000) $348 Avg Close Range
Q2 2023
Shares 10,704 Value ($000) $361 Avg Close Range
Q1 2023
Shares 11,004 Value ($000) $354 Avg Close Range
Q4 2022
Shares 12,020 Value ($000) $411 Avg Close Range
Q3 2022
Shares 10,553 Value ($000) $359 Avg Close Range
Q2 2022
Shares 13,248 Value ($000) $417 Avg Close Range
Q4 2021
Shares 13,933 Value ($000) $544 Avg Close Range
Q3 2021
Shares 12,413 Value ($000) $466 Avg Close Range
Q2 2021
Shares 13,063 Value ($000) $479 Avg Close Range
Q1 2021
Shares 10,488 Value ($000) $369 Avg Close Range
Q4 2020
Shares 8,378 Value ($000) $259 Avg Close Range
Q3 2020
Shares 8,378 Value ($000) $202 Avg Close Range
Q1 2020
Shares 13,443 Value ($000) $269 Avg Close Range
Q4 2019
Shares 16,283 Value ($000) $500 Avg Close Range
Q3 2019
Shares 16,634 Value ($000) $460 Avg Close Range
Q2 2019
Shares 20,374 Value ($000) $574 Avg Close Range
Q1 2019
Shares 13,174 Value ($000) $339 Avg Close Range
Q4 2018
Shares 8,626 Value ($000) $205 Avg Close Range