Aries Wealth Management Spdr S&P 500 ETF Trust Transaction History

Aries Wealth Management

$309 Million
Q1 2024

A detailed history of Aries Wealth Management transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Aries Wealth Management holds 16,721 shares of SPY stock, worth $9.27 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares

16,721

Previous 15,540 7.6%

Holding current value

$9.27 Million

Previous $7.39 Million 18.41%

% of portfolio

2.83%

Previous 2.64%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$467.28 - $523.17 $551,857 - $617,863	1,181 Added 7.6%	16,721 $8.75 Million
Q4 2023 Jan 10, 2024	BUY	$410.68 - $476.69 $435,320 - $505,291	1,060 Added 7.32%	15,540 $7.39 Million
Q3 2023 Oct 19, 2023	BUY	$425.88 - $457.79 $504,241 - $542,023	1,184 Added 8.9%	14,480 $6.19 Million
Q2 2023 Jul 13, 2023	SELL	$404.36 - $443.28 $135,056 - $148,055	-334 Reduced 2.45%	13,296 $5.89 Million
Q1 2023 Apr 11, 2023	SELL	$379.5 - $416.78 $100,947 - $110,863	-266 Reduced 1.91%	13,630 $5.58 Million

Q4 2022 Jan 18, 2023	BUY	$357.63 - $407.42 $545,743 - $621,722	1,526 Added 12.34%	13,896 $0
Q3 2022 Nov 02, 2022	BUY	$357.18 - $429.7 $45,004 - $54,142	126 Added 1.03%	12,370 $4.78 Million
Q2 2022 Jul 27, 2022	BUY	$365.86 - $456.8 $1.36 Million - $1.7 Million	3,715 Added 43.56%	12,244 $4.62 Million
Q1 2022 Apr 25, 2022	SELL	$416.25 - $477.71 $1.21 Million - $1.39 Million	-2,916 Reduced 25.48%	8,529 $3.85 Million
Q4 2021 Jun 06, 2022	SELL	$428.64 - $477.48 $29.4 Million - $32.8 Million	-68,670 Reduced 85.71%	11,445 $5.44 Million
Q4 2021 Jan 18, 2022	BUY	$428.64 - $477.48 $28.9 Million - $32.2 Million	67,468 Added 533.47%	80,115 $38.1 Million
Q3 2021 Oct 13, 2021	BUY	$424.97 - $453.19 $172,962 - $184,448	407 Added 3.33%	12,647 $5.43 Million
Q2 2021 Jul 14, 2021	BUY	$400.61 - $428.06 $118,580 - $126,705	296 Added 2.48%	12,240 $5.24 Million
Q1 2021 Apr 20, 2021	SELL	$368.79 - $397.26 $57,531 - $61,972	-156 Reduced 1.29%	11,944 $4.91 Million
Q4 2020 Jan 22, 2021	BUY	$326.54 - $373.88 $58,777 - $67,298	180 Added 1.51%	12,100 $4.61 Million
Q3 2020 Oct 14, 2020	BUY	$310.52 - $357.7 $72,972 - $84,059	235 Added 2.01%	11,920 $3.99 Million
Q2 2020 Jul 09, 2020	SELL	$246.15 - $323.2 $104,121 - $136,713	-423 Reduced 3.49%	11,685 $3.6 Million
Q1 2020 Apr 09, 2020	BUY	$222.95 - $338.34 $78,032 - $118,418	350 Added 2.98%	12,108 $3.05 Million
Q4 2019 Jan 13, 2020	BUY	$288.06 - $322.94 $26,213 - $29,387	91 Added 0.78%	11,758 $3.81 Million
Q3 2019 Oct 22, 2019	BUY	$283.82 - $302.01 $259,411 - $276,037	914 Added 8.5%	11,667 $3.46 Million
Q2 2019 Jul 15, 2019	BUY	$274.57 - $295.86 $373,140 - $402,073	1,359 Added 14.47%	10,753 $3.21 Million
Q1 2019 Apr 09, 2019	BUY	$244.21 - $284.73 $80,345 - $93,676	329 Added 3.63%	9,394 $2.65 Million
Q4 2018 Jan 15, 2019	BUY	$234.34 - $291.73 $312,609 - $389,167	1,334 Added 17.26%	9,065 $2.27 Million
Q2 2018 Aug 07, 2018	BUY	$257.47 - $278.92 $87,539 - $94,832	340 Added 4.6%	7,731 $2.18 Million
Q1 2018 Apr 17, 2018	SELL	$257.63 - $286.58 $55,390 - $61,614	-215 Reduced 2.83%	7,391 $1.96 Million
Q4 2017 Feb 05, 2018	BUY	$252.32 - $268.2 $1.92 Million - $2.04 Million	7,606	7,606 $2.13 Million

Others Institutions Holding SPY

# of Institutions

4,335

Shares Held

584M

Call Options Held

250M

Put Options Held

483M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aries Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aries Wealth Management with notifications on news.

Account

Aries Wealth Management Spdr S&P 500 ETF Trust Transaction History