Aries Wealth Management historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Aries Wealth Management opened 64 positions, added to 280, reduced 186 and sold out of 43.
- Q2 2026: Stock SGOV; Country of operation —; Class 0-3 MNTH TREASRY; Shares before 90,700.
- Q2 2026: Stock SDY; Country of operation —; Class STATE STREET SPD; Shares before 49,715.
- Q2 2026: Stock FLRN; Country of operation —; Class STATE STREET SPD; Shares before 126,185.
- Q2 2026: Stock USMV; Country of operation —; Class MSCI USA MIN VOL; Shares before 29,299.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1729515), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 90,700 | 0 | -90,700 | $9,129,862 | $0 | -$9,129,862 | 2026-07-24 |
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| Q2 2026 | SDY
SPDR SERIES TRUST | | STATE STREET SPD | 49,715 | 0 | -49,715 | $7,255,407 | $0 | -$7,255,407 | 2026-07-24 |
|---|
| Q2 2026 | FLRN
SPDR SERIES TRUST | | STATE STREET SPD | 126,185 | 0 | -126,185 | $3,883,974 | $0 | -$3,883,974 | 2026-07-24 |
|---|
| Q2 2026 | USMV
ISHARES TR | | MSCI USA MIN VOL | 29,299 | 0 | -29,299 | $2,717,189 | $0 | -$2,717,189 | 2026-07-24 |
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| Q2 2026 | XLE
SELECT SECTOR SPDR TR | | STATE STREET ENE | 28,748 | 0 | -28,748 | $1,761,102 | $0 | -$1,761,102 | 2026-07-24 |
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| Q2 2026 | XLK
SELECT SECTOR SPDR TR | | STATE STREET TEC | 7,590 | 0 | -7,590 | $1,008,711 | $0 | -$1,008,711 | 2026-07-24 |
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| Q2 2026 | XLF
SELECT SECTOR SPDR TR | | STATE STREET FIN | 13,212 | 0 | -13,212 | $652,276 | $0 | -$652,276 | 2026-07-24 |
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| Q2 2026 | XLV
SELECT SECTOR SPDR TR | | STATE STREET HEA | 4,444 | 0 | -4,444 | $651,535 | $0 | -$651,535 | 2026-07-24 |
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| Q2 2026 | KOMP
SPDR SERIES TRUST | | STATE STREET SPD | 7,890 | 0 | -7,890 | $461,389 | $0 | -$461,389 | 2026-07-24 |
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| Q2 2026 | XBI
SPDR SERIES TRUST | | STATE STREET SPD | 2,760 | 0 | -2,760 | $352,535 | $0 | -$352,535 | 2026-07-24 |
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| Q2 2026 | XLY
SELECT SECTOR SPDR TR | | STATE STREET CON | 2,930 | 0 | -2,930 | $319,311 | $0 | -$319,311 | 2026-07-24 |
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| Q2 2026 | XNTK
SPDR SERIES TRUST | | STATE STREET SPD | 1,200 | 0 | -1,200 | $306,336 | $0 | -$306,336 | 2026-07-24 |
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| Q2 2026 | XLU
SELECT SECTOR SPDR TR | | STATE STREET UTI | 5,498 | 0 | -5,498 | $252,303 | $0 | -$252,303 | 2026-07-24 |
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| Q2 2026 | XLC
SELECT SECTOR SPDR TR | | STATE STREET COM | 2,209 | 0 | -2,209 | $244,890 | $0 | -$244,890 | 2026-07-24 |
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| Q4 2025 | SDY
SPDR SERIES TRUST | | S&P DIVID ETF | 51,429 | 0 | -51,429 | $7,202,631 | $0 | -$7,202,631 | 2026-01-30 |
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| Q4 2025 | FLRN
SPDR SERIES TRUST | | BLOOMBERG INVT | 114,648 | 0 | -114,648 | $3,538,037 | $0 | -$3,538,037 | 2026-01-30 |
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| Q4 2025 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 3,795 | 0 | -3,795 | $1,069,659 | $0 | -$1,069,659 | 2026-01-30 |
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| Q4 2025 | SHV
ISHARES TR | | SHORT TREAS BD | 6,414 | 0 | -6,414 | $708,683 | $0 | -$708,683 | 2026-01-30 |
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| Q4 2025 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 4,894 | 0 | -4,894 | $681,098 | $0 | -$681,098 | 2026-01-30 |
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| Q4 2025 | XLE
SELECT SECTOR SPDR TR | | ENERGY | 5,994 | 0 | -5,994 | $535,504 | $0 | -$535,504 | 2026-01-30 |
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| Q4 2025 | XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 9,137 | 0 | -9,137 | $492,210 | $0 | -$492,210 | 2026-01-30 |
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| Q4 2025 | XNTK
SPDR SERIES TRUST | | NYSE TECH ETF | 1,600 | 0 | -1,600 | $435,568 | $0 | -$435,568 | 2026-01-30 |
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| Q4 2025 | XLY
SELECT SECTOR SPDR TR | | SBI CONS DISCR | 1,465 | 0 | -1,465 | $351,073 | $0 | -$351,073 | 2026-01-30 |
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| Q4 2025 | XLU
SELECT SECTOR SPDR TR | | SBI INT-UTILS | 3,424 | 0 | -3,424 | $298,607 | $0 | -$298,607 | 2026-01-30 |
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| Q4 2025 | XBI
SPDR SERIES TRUST | | S&P BIOTECH | 2,760 | 0 | -2,760 | $276,552 | $0 | -$276,552 | 2026-01-30 |
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| Q4 2025 | XLC
SELECT SECTOR SPDR TR | | COMMUNICATION | 2,209 | 0 | -2,209 | $261,479 | $0 | -$261,479 | 2026-01-30 |
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| Q4 2025 | KOMP
SPDR SERIES TRUST | | S&P KENSHO NEW | 3,745 | 0 | -3,745 | $233,164 | $0 | -$233,164 | 2026-01-30 |
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| Q4 2025 | ISTB
ISHARES TR | | CORE 1 5 YR USD | 4,734 | 0 | -4,734 | $231,209 | $0 | -$231,209 | 2026-01-30 |
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| Q4 2025 | ESGD
ISHARES TR | | ESG AW MSCI EAFE | 2,422 | 0 | -2,422 | $225,198 | $0 | -$225,198 | 2026-01-30 |
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| Q2 2025 | XLI
SELECT SECTOR SPDR TR | | INDL | 3,560 | 0 | -3,560 | $466,609 | $0 | -$466,609 | 2025-07-28 |
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| Q2 2025 | QDF
FLEXSHARES TR | | QUALT DIVD IDX | 5,617 | 0 | -5,617 | $383,978 | $0 | -$383,978 | 2025-07-28 |
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| Q2 2025 | JMST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHT MUNCPL | 6,020 | 0 | -6,020 | $306,117 | $0 | -$306,117 | 2025-07-28 |
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| Q2 2025 | XLP
SELECT SECTOR SPDR TR | | SBI CONS STPLS | 3,723 | 0 | -3,723 | $304,057 | $0 | -$304,057 | 2025-07-28 |
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| Q1 2025 | PXH
INVESCO EXCH TRADED FD TR II | | FTSE RAFI EMNG | 210,844 | 0 | -210,844 | $4,318,085 | $0 | -$4,318,085 | 2025-04-17 |
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| Q1 2025 | PXF
INVESCO EXCH TRADED FD TR II | | FTSE RAFI DEV | 23,476 | 0 | -23,476 | $1,124,266 | $0 | -$1,124,266 | 2025-04-17 |
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| Q1 2025 | IBTF
ISHARES TR | | IBONDS 25 TRM TS | 9,773 | 0 | -9,773 | $227,906 | $0 | -$227,906 | 2025-04-17 |
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| Q1 2025 | PHO
INVESCO EXCHANGE TRADED FD T | | WATER RES ETF | 3,200 | 0 | -3,200 | $210,528 | $0 | -$210,528 | 2025-04-17 |
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| Q4 2024 | GRAYSCALE ETHEREUM MINI TR E
CUSIP 38964R104 | | COM UNIT | 151,962 | 0 | -151,962 | $370,787 | $0 | -$370,787 | 2025-01-30 |
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| Q4 2024 | GRAYSCALE BITCOIN MINI TR BT
CUSIP 389930108 | United States | SHS | 56,936 | 0 | -56,936 | $320,550 | $0 | -$320,550 | 2025-01-30 |
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| Q4 2024 | ICLN
ISHARES TR | | GL CLEAN ENE ETF | 13,500 | 0 | -13,500 | $198,315 | $0 | -$198,315 | 2025-01-30 |
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| Q3 2024 | JPST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHRT INC | 29,580 | 0 | -29,580 | $1,492,903 | $0 | -$1,492,903 | 2024-10-31 |
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| Q2 2024 | SCJ
ISHARES INC | | MSCI JAPN SMCETF | 4,765 | 0 | -4,765 | $357,280 | $0 | -$357,280 | 2024-07-25 |
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| Q2 2024 | MDY
SPDR S&P MIDCAP 400 ETF TR | | UTSER1 S&PDCRP | 385 | 0 | -385 | $214,214 | $0 | -$214,214 | 2024-07-25 |
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