Aries Wealth Management Energy Sector Spdr Transaction History

Aries Wealth Management

$409 Million
Q3 2025

A detailed history of Aries Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Aries Wealth Management holds 5,994 shares of XLE stock, worth $551,567. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,994

Previous 6,744 11.12%

Holding current value

$551,567

Previous $571,000 6.3%

% of portfolio

0.13%

Previous 0.15%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$84.25 - $91.99 $63,187 - $68,992	-750 Reduced 11.12%	5,994 $535,000
Q2 2025 Jul 28, 2025	SELL	$76.44 - $94.13 $119,781 - $147,501	-1,567 Reduced 18.85%	6,744 $571,000
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

2,121

Shares Held

209M

Call Options Held

56.5M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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 Energy Sector Spdr Transaction History