Aries Wealth Management Financial Sector Spdr Transaction History

Aries Wealth Management

$361 Million
Q1 2025

A detailed history of Aries Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Aries Wealth Management holds 10,310 shares of XLF stock, worth $525,397. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,310

Previous 8,554 20.53%

Holding current value

$525,397

Previous $413,000 22.76%

% of portfolio

0.14%

Previous 0.12%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$47.32 - $52.19 $83,093 - $91,645	1,756 Added 20.53%	10,310 $507,000
Q3 2024 Oct 31, 2024	SELL	$40.84 - $45.74 $61,260 - $68,610	-1,500 Reduced 14.92%	8,554 $387,000
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	$30.29 - $36.31 $44,435 - $53,266	1,467 Added 13.9%	12,020 $0
Q3 2022 Nov 02, 2022	SELL	$30.36 - $35.81 $81,820 - $96,507	-2,695 Reduced 20.34%	10,553 $359,000
Q2 2022 Jul 27, 2022	BUY	$30.84 - $38.22 $408,568 - $506,338	13,248 New	13,248 $417,000
Q1 2022 Apr 25, 2022	SELL	$35.66 - $41.42 $496,850 - $577,104	-13,933 Closed	0 $0
Q4 2021 Jun 06, 2022	SELL	$37.54 - $40.62 $3.14 Million - $3.4 Million	-83,598 Reduced 85.71%	13,933 $544,000
Q4 2021 Jan 18, 2022	BUY	$37.54 - $40.62 $3.2 Million - $3.46 Million	85,118 Added 685.72%	97,531 $3.81 Million
Q3 2021 Oct 13, 2021	SELL	$35.11 - $39.0 $22,821 - $25,350	-650 Reduced 4.98%	12,413 $466,000
Q2 2021 Jul 14, 2021	BUY	$34.47 - $38.47 $88,760 - $99,060	2,575 Added 24.55%	13,063 $479,000
Q1 2021 Apr 20, 2021	BUY	$28.95 - $34.77 $61,084 - $73,364	2,110 Added 25.19%	10,488 $369,000
Q3 2020 Oct 14, 2020	BUY	$22.68 - $25.49 $190,013 - $213,555	8,378 New	8,378 $202,000
Q2 2020 Jul 09, 2020	SELL	$19.55 - $26.74 $262,810 - $359,465	-13,443 Closed	0 $0
Q1 2020 Apr 09, 2020	SELL	$17.66 - $31.17 $50,154 - $88,522	-2,840 Reduced 17.44%	13,443 $269,000
Q4 2019 Jan 13, 2020	SELL	$26.78 - $30.94 $9,399 - $10,859	-351 Reduced 2.11%	16,283 $500,000
Q3 2019 Oct 22, 2019	SELL	$27.86 - $28.52 $104,196 - $106,664	-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

# of Institutions

2,108

Shares Held

793M

Call Options Held

180M

Put Options Held

245M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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 Financial Sector Spdr Transaction History