Aries Wealth Management Financial Sector Spdr Transaction History

Aries Wealth Management

$359 Million
Q3 2024

A detailed history of Aries Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Aries Wealth Management holds 8,554 shares of XLF stock, worth $414,783. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,554

Previous 10,054 14.92%

Holding current value

$414,783

Previous $413,000 6.3%

% of portfolio

0.11%

Previous 0.13%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Aries Wealth Management Financial Sector Spdr Transaction History