Aries Wealth Management Energy Sector Spdr Transaction History

Aries Wealth Management

$357 Million
Q4 2024

A detailed history of Aries Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Aries Wealth Management holds 7,257 shares of XLE stock, worth $621,924. This represents 0.17% of its overall portfolio holdings.

Number of Shares

7,257

Previous 6,234 16.41%

Holding current value

$621,924

Previous $547,000 13.53%

% of portfolio

0.17%

Previous 0.15%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$83.32 - $97.27 $85,236 - $99,507	1,023 Added 16.41%	7,257 $621,000
Q3 2024 Oct 31, 2024	BUY	$84.35 - $93.39 $16,026 - $17,744	190 Added 3.14%	6,234 $547,000
Q2 2024 Jul 25, 2024	BUY	$88.04 - $98.08 $310,429 - $345,830	3,526 Added 140.03%	6,044 $550,000
Q1 2024 May 02, 2024	BUY	$79.91 - $94.41 $201,213 - $237,724	2,518 New	2,518 $237,000
Q1 2022 Apr 25, 2022	SELL	$57.22 - $78.75 $673,078 - $926,336	-11,763 Closed	0 $0
Q4 2021 Jun 06, 2022	SELL	$53.01 - $59.14 $3.74 Million - $4.17 Million	-70,578 Reduced 85.71%	11,763 $653,000
Q4 2021 Jan 18, 2022	BUY	$53.01 - $59.14 $3.73 Million - $4.16 Million	70,328 Added 585.43%	82,341 $4.57 Million
Q1 2021 Apr 20, 2021	BUY	$37.96 - $53.57 $5,314 - $7,499	140 Added 1.18%	12,013 $591,000
Q4 2020 Jan 22, 2021	SELL	$27.71 - $41.6 $14,991 - $22,505	-541 Reduced 4.36%	11,873 $492,000
Q3 2020 Oct 14, 2020	BUY	$29.95 - $38.58 $371,799 - $478,932	12,414 New	12,414 $372,000
Q1 2020 Apr 09, 2020	SELL	$23.57 - $60.87 $98,334 - $253,949	-4,172 Closed	0 $0
Q3 2019 Oct 22, 2019	SELL	$59.2 - $63.13 $1,243 - $1,325	-21 Reduced 0.5%	4,172 $242,000
Q2 2019 Jul 15, 2019	BUY	N/A	4,193 New	4,193 $265,000

Others Institutions Holding XLE

# of Institutions

2,172

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Aries Wealth Management Energy Sector Spdr Transaction History