Utilities SPDR shares owned by Aries Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Aries Wealth Management
from 13F filings
Historical chart of Aries Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Aries Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $299k | 3.4k | 87.21 |
| 2025-06-30 | $280k | 3.4k | 81.66 |
| 2025-03-31 | $307k | 3.9k | 78.85 |
| 2024-12-31 | $290k | 3.8k | 75.69 |
| 2024-09-30 | $332k | 4.1k | 80.78 |
| 2024-06-30 | $289k | 4.2k | 68.14 |
| 2024-03-31 | $411k | 6.3k | 65.65 |
| 2023-12-31 | $494k | 7.8k | 63.33 |
| 2023-09-30 | $491k | 8.2k | 59.91 |
| 2023-06-30 | $406k | 6.2k | 65.44 |
| 2023-03-31 | $377k | 5.6k | 67.69 |
| 2022-12-31 | $400k | 5.7k | 70.50 |
| 2022-09-30 | $325k | 4.9k | 66.68 |
| 2022-06-30 | $259k | 3.7k | 70.11 |
| 2021-12-31 | $806k | 11k | 71.56 |
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