Aries Wealth Management Utilities Sector Spdr Transaction History

Aries Wealth Management

  • $372 Million
  • Q2 2025

A detailed history of Aries Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Aries Wealth Management holds 3,424 shares of XLU stock, worth $314,631. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,424
Previous 3,893 12.05%
Holding current value
$314,631
Previous $303,000 7.92%
% of portfolio
0.08%
Previous 0.08%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$73.09 - $82.77 $34,279 - $38,819
-469 Reduced 12.05%
3,424 $279,000
Q1 2025

Apr 16, 2025
BUY
$74.7 - $80.27 $4,780 - $5,137
64 Added 1.67%
3,893 $303,000
Q4 2024

Jan 29, 2025
SELL
$74.89 - $82.93 $21,268 - $23,552
-284 Reduced 6.9%
3,829 $289,000
Q3 2024

Oct 31, 2024
SELL
$67.67 - $80.78 $8,458 - $10,097
-125 Reduced 2.95%
4,113 $332,000
Q2 2024

Jul 25, 2024
SELL
$62.77 - $72.87 $126,795 - $147,197
-2,020 Reduced 32.28%
4,238 $288,000
Q1 2024

May 02, 2024
SELL
$59.95 - $65.65 $92,622 - $101,429
-1,545 Reduced 19.8%
6,258 $410,000
Q4 2023

Jan 10, 2024
SELL
$56.19 - $65.96 $22,476 - $26,383
-400 Reduced 4.88%
7,803 $494,000
Q3 2023

Oct 19, 2023
BUY
$58.83 - $68.46 $117,307 - $136,509
1,994 Added 32.11%
8,203 $483,000
Q2 2023

Jul 13, 2023
BUY
$64.34 - $69.97 $41,499 - $45,130
645 Added 11.59%
6,209 $406,000
Q1 2023

Apr 11, 2023
SELL
$63.7 - $72.08 $7,325 - $8,289
-115 Reduced 2.03%
5,564 $376,000
Q4 2022

Jan 18, 2023
BUY
$61.52 - $72.67 $49,523 - $58,499
805 Added 16.52%
5,679 $0
Q3 2022

Nov 02, 2022
BUY
$65.51 - $78.12 $77,301 - $92,181
1,180 Added 31.94%
4,874 $325,000
Q2 2022

Jul 27, 2022
SELL
$64.87 - $76.96 $491,001 - $582,510
-7,569 Reduced 67.2%
3,694 $259,000
Q4 2021

Jan 18, 2022
BUY
$63.88 - $71.58 $719,480 - $806,205
11,263 New
11,263 $806,000

Others Institutions Holding XLU

# of Institutions
1,638
Shares Held
155M
Call Options Held
15.4M
Put Options Held
35.9M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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