Aries Wealth Management Utilities Sector Spdr Transaction History

Aries Wealth Management

$309 Million
Q1 2024

A detailed history of Aries Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Aries Wealth Management holds 6,258 shares of XLU stock, worth $430,675. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,258

Previous 7,803 19.8%

Holding current value

$430,675

Previous $494,000 17.0%

% of portfolio

0.13%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$65.75 - $72.67 $52,928 - $58,499	805 Added 16.52%	5,679 $0
Q3 2022 Nov 02, 2022	BUY	N/A	1,180 Added 31.94%	4,874 $325,000
Q2 2022 Jul 27, 2022	SELL	N/A	-7,569 Reduced 67.2%	3,694 $259,000
Q4 2021 Jan 18, 2022	BUY	N/A	11,263 New	11,263 $806,000

Others Institutions Holding XLU

# of Institutions

1,254

Shares Held

138M

Call Options Held

17.4M

Put Options Held

29.3M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Aries Wealth Management Utilities Sector Spdr Transaction History