Aries Wealth Management Ssga Active ETF Tr Spdr Doblel Transaction History

Aries Wealth Management

$309 Million
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	BUY	N/A	7,257 New	7,257 $306,000
Q1 2022 Apr 25, 2022	SELL	N/A	-7,377 Closed	0 $0
Q4 2021 Jun 06, 2022	SELL	N/A	-44,262 Reduced 85.71%	7,377 $349,000
Q4 2021 Jan 18, 2022	BUY	N/A	43,912 Added 568.29%	51,639 $2.45 Million
Q3 2021 Oct 13, 2021	SELL	N/A	-21 Reduced 0.27%	7,727 $373,000

Q2 2021 Jul 14, 2021	BUY	N/A	481 Added 6.62%	7,748 $375,000
Q1 2021 Apr 20, 2021	BUY	N/A	1,335 Added 22.51%	7,267 $351,000
Q2 2020 Jul 09, 2020	BUY	N/A	833 Added 16.34%	5,932 $294,000
Q4 2019 Jan 13, 2020	SELL	N/A	-35 Reduced 0.68%	5,099 $250,000
Q3 2019 Oct 22, 2019	BUY	N/A	80 Added 1.58%	5,134 $252,000
Q2 2019 Jul 15, 2019	BUY	N/A	379 Added 8.11%	5,054 $247,000
Q1 2019 Apr 09, 2019	BUY	N/A	4,675 New	4,675 $226,000

Others Institutions Holding TOTL

# of Institutions

341

Shares Held

57.7M

Call Options Held

100

Put Options Held

0

Signature Estate & Investment Advisors LLC

7.07M
Shares

$282 Million
8.02% of portfolio
Morgan Stanley New York, NY

5.09M
Shares

$203 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

2.47M
Shares

$98.4 Million
0.27% of portfolio
Envestnet Asset Management Inc

2.45M
Shares

$97.5 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

2.34M
Shares

$93.2 Million
0.05% of portfolio

About SSGA ACTIVE ETF TR SPDR DOBLEL

Ticker TOTL
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