Aries Wealth Management Consumer Staples Sector Spdr Transaction History

Aries Wealth Management

$357 Million
Q4 2024

A detailed history of Aries Wealth Management transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Aries Wealth Management holds 4,975 shares of XLP stock, worth $378,299. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,975

Previous 5,955 16.46%

Holding current value

$378,299

Previous $452,000 16.37%

% of portfolio

0.11%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	SELL	N/A	-980 Reduced 16.46%	4,975 $378,000
Q3 2024 Oct 31, 2024	SELL	$76.04 - $76.04 $92,008 - $92,008	-1,210 Reduced 16.89%	5,955 $452,000
Q2 2024 Jul 25, 2024	SELL	$73.08 - $78.4 $82,215 - $88,200	-1,125 Reduced 13.57%	7,165 $548,000
Q1 2024 May 02, 2024	SELL	$71.59 - $76.36 $23,982 - $25,580	-335 Reduced 3.88%	8,290 $633,000
Q4 2023 Jan 10, 2024	SELL	$66.22 - $72.3 $78,139 - $85,314	-1,180 Reduced 12.03%	8,625 $621,000
Q3 2023 Oct 19, 2023	SELL	$68.8 - $76.1 $4,953 - $5,479	-72 Reduced 0.73%	9,805 $674,000
Q2 2023 Jul 13, 2023	SELL	$72.59 - $77.5 $26,350 - $28,132	-363 Reduced 3.54%	9,877 $732,000
Q1 2023 Apr 11, 2023	BUY	$71.11 - $75.78 $89,669 - $95,558	1,261 Added 14.04%	10,240 $765,000
Q4 2022 Jan 18, 2023	BUY	$71.53 - $77.19 $408,722 - $441,063	5,714 Added 175.01%	8,979 $0
Q3 2022 Nov 02, 2022	BUY	N/A	3,265 New	3,265 $237,000

Others Institutions Holding XLP

# of Institutions

1,356

Shares Held

175M

Call Options Held

8.73M

Put Options Held

15.5M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

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 Consumer Staples Sector Spdr Transaction History