A detailed history of Aries Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Aries Wealth Management holds 10,054 shares of XLF stock, worth $417,643. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,054
Previous 10,054 -0.0%
Holding current value
$417,643
Previous $378,000 11.9%
% of portfolio
0.14%
Previous 0.14%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024

SELL
$31.45 - $37.72 $10,221 - $12,259
-325 Reduced 3.13%
10,054 $378,000
Q3 2023

Oct 19, 2023

SELL
$33.17 - $35.6 $10,780 - $11,570
-325 Reduced 3.04%
10,379 $344,000
Q2 2023

Jul 13, 2023

SELL
$31.55 - $33.71 $9,465 - $10,113
-300 Reduced 2.73%
10,704 $360,000
Q1 2023

Apr 11, 2023

SELL
$30.98 - $37.0 $31,475 - $37,592
-1,016 Reduced 8.45%
11,004 $353,000
Q4 2022

Jan 18, 2023

BUY
$33.4 - $36.31 $48,997 - $53,266
1,467 Added 13.9%
12,020 $0
Q3 2022

Nov 02, 2022

SELL
N/A
-2,695 Reduced 20.34%
10,553 $359,000
Q2 2022

Jul 27, 2022

BUY
N/A
13,248 New
13,248 $417,000
Q1 2022

Apr 25, 2022

SELL
N/A
-13,933 Closed
0 $0
Q4 2021

Jun 06, 2022

SELL
N/A
-83,598 Reduced 85.71%
13,933 $544,000
Q4 2021

Jan 18, 2022

BUY
N/A
85,118 Added 685.72%
97,531 $3.81 Million
Q3 2021

Oct 13, 2021

SELL
N/A
-650 Reduced 4.98%
12,413 $466,000
Q2 2021

Jul 14, 2021

BUY
N/A
2,575 Added 24.55%
13,063 $479,000
Q1 2021

Apr 20, 2021

BUY
N/A
2,110 Added 25.19%
10,488 $369,000
Q3 2020

Oct 14, 2020

BUY
N/A
8,378 New
8,378 $202,000
Q2 2020

Jul 09, 2020

SELL
N/A
-13,443 Closed
0 $0
Q1 2020

Apr 09, 2020

SELL
N/A
-2,840 Reduced 17.44%
13,443 $269,000
Q4 2019

Jan 13, 2020

SELL
N/A
-351 Reduced 2.11%
16,283 $500,000
Q3 2019

Oct 22, 2019

SELL
N/A
-3,740 Reduced 18.36%
16,634 $460,000
Q2 2019

Jul 15, 2019

BUY
N/A
7,200 Added 54.65%
20,374 $574,000
Q1 2019

Apr 09, 2019

BUY
N/A
4,548 Added 52.72%
13,174 $339,000
Q4 2018

Jan 15, 2019

BUY
N/A
8,626 New
8,626 $205,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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