Aries Wealth Management Technology Sector Spdr Transaction History

Aries Wealth Management

$357 Million
Q4 2024

A detailed history of Aries Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Aries Wealth Management holds 3,880 shares of XLK stock, worth $895,542. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,880

Previous 3,928 1.22%

Holding current value

$895,542

Previous $886,000 1.81%

% of portfolio

0.25%

Previous 0.25%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$220.26 - $241.44 $10,572 - $11,589	-48 Reduced 1.22%	3,880 $902,000
Q2 2024 Jul 25, 2024	BUY	$192.53 - $231.41 $22,140 - $26,612	115 Added 3.02%	3,928 $888,000
Q4 2023 Jan 10, 2024	SELL	$160.19 - $193.07 $7,208 - $8,688	-45 Reduced 1.17%	3,813 $733,000
Q3 2023 Oct 19, 2023	SELL	$161.97 - $180.26 $46,971 - $52,275	-290 Reduced 6.99%	3,858 $632,000
Q2 2023 Jul 13, 2023	SELL	$143.97 - $174.63 $46,790 - $56,754	-325 Reduced 7.27%	4,148 $721,000
Q1 2023 Apr 11, 2023	SELL	$121.18 - $151.01 $13,814 - $17,215	-114 Reduced 2.49%	4,473 $675,000
Q3 2022 Nov 02, 2022	SELL	$118.78 - $151.56 $28,507 - $36,374	-240 Reduced 4.97%	4,587 $587,000
Q2 2022 Jul 27, 2022	BUY	$123.49 - $161.47 $596,086 - $779,415	4,827 New	4,827 $614,000
Q1 2022 Apr 25, 2022	SELL	$141.39 - $175.52 $547,462 - $679,613	-3,872 Closed	0 $0
Q4 2021 Jun 06, 2022	SELL	$148.06 - $176.65 $3.44 Million - $4.1 Million	-23,232 Reduced 85.71%	3,872 $673,000
Q4 2021 Jan 18, 2022	BUY	$148.06 - $176.65 $3.53 Million - $4.21 Million	23,822 Added 725.84%	27,104 $4.71 Million
Q3 2021 Oct 13, 2021	BUY	$147.91 - $159.7 $77,652 - $83,842	525 Added 19.04%	3,282 $490,000
Q2 2021 Jul 14, 2021	BUY	$131.31 - $147.82 $10,504 - $11,825	80 Added 2.99%	2,757 $407,000
Q1 2021 Apr 20, 2021	BUY	$125.83 - $138.59 $24,536 - $27,025	195 Added 7.86%	2,677 $377,000
Q3 2020 Oct 14, 2020	SELL	$104.66 - $127.03 $2,093 - $2,540	-20 Reduced 0.8%	2,482 $290,000
Q2 2020 Jul 09, 2020	SELL	$76.54 - $104.63 $7,960 - $10,881	-104 Reduced 3.99%	2,502 $261,000
Q1 2020 Apr 09, 2020	SELL	$70.4 - $102.79 $37,030 - $54,067	-526 Reduced 16.79%	2,606 $204,000
Q3 2019 Oct 22, 2019	BUY	$79.69 - $81.76 $18,249 - $18,723	229 Added 7.89%	3,132 $255,000
Q2 2019 Jul 15, 2019	BUY	N/A	2,903 New	2,903 $232,000

Others Institutions Holding XLK

# of Institutions

2,299

Shares Held

172M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

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Aries Wealth Management Technology Sector Spdr Transaction History