SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 5,498 Value ($000) $235 Avg Close — Range —
Q3 2025
Shares 3,424 Value ($000) $299 Avg Close — Range —
Q2 2025
Shares 3,424 Value ($000) $280 Avg Close — Range —
Q1 2025
Shares 3,893 Value ($000) $307 Avg Close — Range —
Q4 2024
Shares 3,829 Value ($000) $290 Avg Close — Range —
Q3 2024
Shares 4,113 Value ($000) $332 Avg Close — Range —
Q2 2024
Shares 4,238 Value ($000) $289 Avg Close — Range —
Q1 2024
Shares 6,258 Value ($000) $411 Avg Close — Range —
Q4 2023
Shares 7,803 Value ($000) $494 Avg Close — Range —
Q3 2023
Shares 8,203 Value ($000) $491 Avg Close — Range —
Q2 2023
Shares 6,209 Value ($000) $406 Avg Close — Range —
Q1 2023
Shares 5,564 Value ($000) $377 Avg Close — Range —
Q4 2022
Shares 5,679 Value ($000) $400 Avg Close — Range —
Q3 2022
Shares 4,874 Value ($000) $325 Avg Close — Range —
Q2 2022
Shares 3,694 Value ($000) $259 Avg Close — Range —