ARS Investment Partners, LLC Last Quarter Change: USA ETF, Sold Out

ARS Investment Partners, LLC quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, ARS Investment Partners, LLC opened 18 positions, added to 9, reduced 6, sold out of 19 and left 8 unchanged. The largest increase in value was AFOS (+$262,410,691); the largest decrease was SPY (-$28,429,360).

SPY: Country of operation —; Class TR UNIT; Shares 2026-03-31 43,715; Shares 2026-06-30 0.
XLK: Country of operation —; Class STATE STREET TEC; Shares 2026-03-31 92,936; Shares 2026-06-30 0.
XME: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 38,460; Shares 2026-06-30 0.
XOP: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 17,590; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 733020): 2026-03-31 (filed 2026-04-16) and 2026-06-30 (filed 2026-07-09). 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; share change is the position change.

Stock	Class	Shares 2026-03-31	Share change	Value 2026-03-31	Value 2026-06-30	Value change
SPY STATE STR SPDR S&P 500 ETF T	TR UNIT	43,715	-43,715	$28,429,360	$0	-$28,429,360
XLK SELECT SECTOR SPDR TR	STATE STREET TEC	92,936	-92,936	$12,351,170	$0	-$12,351,170
XME SPDR SERIES TRUST	STATE STREET SPD	38,460	-38,460	$4,154,114	$0	-$4,154,114
XOP SPDR SERIES TRUST	STATE STREET SPD	17,590	-17,590	$3,198,373	$0	-$3,198,373
XLF SELECT SECTOR SPDR TR	STATE STREET FIN	62,531	-62,531	$3,087,140	$0	-$3,087,140
XLV SELECT SECTOR SPDR TR	STATE STREET HEA	16,864	-16,864	$2,472,464	$0	-$2,472,464
XLY SELECT SECTOR SPDR TR	STATE STREET CON	21,012	-21,012	$2,289,869	$0	-$2,289,869
XLI SELECT SECTOR SPDR TR	STATE STREET IND	13,720	-13,720	$2,218,913	$0	-$2,218,913
SPSM SPDR SERIES TRUST	STATE STREET SPD	41,850	-41,850	$2,022,177	$0	-$2,022,177
XLC SELECT SECTOR SPDR TR	STATE STREET COM	17,993	-17,993	$1,994,716	$0	-$1,994,716
POWR ISHARES INC	US POWER INFRAST	70,166	-70,166	$1,840,448	$0	-$1,840,448
XLE SELECT SECTOR SPDR TR	STATE STREET ENE	16,907	-16,907	$1,035,734	$0	-$1,035,734
XLP SELECT SECTOR SPDR TR	STATE STREET CON	10,660	-10,660	$873,924	$0	-$873,924
XLU SELECT SECTOR SPDR TR	STATE STREET UTI	11,890	-11,890	$545,639	$0	-$545,639
SMAX ISHARES TR	LARGE CAP MAX BU	19,900	-19,900	$533,760	$0	-$533,760
XLB SELECT SECTOR SPDR TR	STATE STREET MAT	9,748	-9,748	$487,110	$0	-$487,110
CWI SPDR INDEX SHS FDS	STATE STREET SPD	8,579	-8,579	$313,906	$0	-$313,906
MAXJ ISHARES TR	LARGE CAP MAX BU	9,960	-9,960	$280,470	$0	-$280,470
DMAX ISHARES TR	LARGE CAP MAX BU	9,990	-9,990	$265,442	$0	-$265,442

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