Energy Select Sector SPDR shares owned by Aries Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Aries Wealth Management
from 13F filings
Historical chart of Aries Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Aries Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $536k | 6.0k | 89.34 |
| 2025-06-30 | $572k | 6.7k | 84.81 |
| 2025-03-31 | $777k | 8.3k | 93.45 |
| 2024-12-31 | $622k | 7.3k | 85.66 |
| 2024-09-30 | $547k | 6.2k | 87.80 |
| 2024-06-30 | $551k | 6.0k | 91.15 |
| 2024-03-31 | $238k | 2.5k | 94.41 |
| 2021-12-31 | $653k | 12k | 55.51 |
| 2021-09-30 | $626k | 12k | 52.11 |
| 2021-06-30 | $647k | 12k | 53.86 |
| 2021-03-31 | $591k | 12k | 49.20 |
| 2020-12-31 | $492k | 12k | 41.44 |
| 2020-09-30 | $372k | 12k | 29.97 |
| 2019-12-31 | $254k | 4.2k | 60.88 |
| 2019-09-30 | $242k | 4.2k | 58.01 |
| 2019-06-30 | $265k | 4.2k | 63.20 |
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