Aries Wealth Management Spdr S&P Regional Banking ETF Transaction History

Aries Wealth Management

$359 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 18, 2022	BUY	$66.81 - $75.45 $224,481 - $253,512	3,360 New	3,360 $238,000
Q1 2020 Apr 09, 2020	SELL	$28.13 - $58.41 $129,482 - $268,861	-4,603 Closed	0 $0
Q4 2019 Jan 13, 2020	SELL	$50.18 - $59.22 $7,276 - $8,586	-145 Reduced 3.05%	4,603 $264,000
Q3 2019 Oct 22, 2019	SELL	$52.26 - $54.6 $300,495 - $313,950	-5,750 Reduced 54.77%	4,748 $248,000
Q2 2019 Jul 15, 2019	SELL	N/A	-1,036 Reduced 8.98%	10,498 $568,000
Q1 2019 Apr 09, 2019	BUY	N/A	36 Added 0.31%	11,534 $592,000
Q4 2018 Jan 15, 2019	SELL	N/A	-1,725 Reduced 13.05%	11,498 $538,000
Q2 2018 Aug 07, 2018	BUY	N/A	1,500 Added 12.8%	13,223 $813,000
Q1 2018 Apr 17, 2018	BUY	N/A	2,950 Added 33.63%	11,723 $709,000
Q4 2017 Feb 05, 2018	BUY	N/A	8,773	8,773 $553,000

Others Institutions Holding KRE

# of Institutions

580

Shares Held

79.1M

Call Options Held

32.3M

Put Options Held

71.8M

Goldman Sachs Group Inc New York, NY

7.15M
Shares

$478 Million
0.06% of portfolio
Morgan Stanley New York, NY

7.08M
Shares

$473 Million
0.03% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

6.7M
Shares

$448 Million
0.97% of portfolio
Bank Of America Corp Charlotte, NC

5.54M
Shares

$370 Million
0.02% of portfolio
Citigroup Inc

5.26M
Shares

$352 Million
0.17% of portfolio

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
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