Aries Wealth Management Energy Sector Spdr Transaction History

Aries Wealth Management

  • $361 Million
  • Q1 2025

A detailed history of Aries Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Aries Wealth Management holds 8,311 shares of XLE stock, worth $684,743. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,311
Previous 7,257 14.52%
Holding current value
$684,743
Previous $621,000 23.67%
% of portfolio
0.21%
Previous 0.17%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$85.7 - $93.96 $90,327 - $99,033
1,054 Added 14.52%
8,311 $768,000
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
2,186
Shares Held
232M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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