Aries Wealth Management Select Sector Spdr Fund Health Transaction History

Aries Wealth Management

$361 Million
Q1 2025

A detailed history of Aries Wealth Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Aries Wealth Management holds 5,485 shares of XLV stock, worth $770,477. This represents 0.22% of its overall portfolio holdings.

Number of Shares

5,485

Previous 5,358 2.37%

Holding current value

$770,477

Previous $737,000 7.46%

% of portfolio

0.22%

Previous 0.21%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$137.61 - $149.68 $17,476 - $19,009	127 Added 2.37%	5,485 $792,000
Q4 2024 Jan 29, 2025	SELL	$136.28 - $154.74 $63,097 - $71,644	-463 Reduced 7.95%	5,358 $737,000
Q3 2024 Oct 31, 2024	SELL	$143.3 - $157.24 $15,046 - $16,510	-105 Reduced 1.77%	5,821 $896,000
Q2 2024 Jul 25, 2024	SELL	$138.43 - $147.09 $3,460 - $3,677	-25 Reduced 0.42%	5,926 $863,000
Q4 2023 Jan 10, 2024	SELL	$123.14 - $136.38 $42,237 - $46,778	-343 Reduced 5.45%	5,951 $811,000
Q3 2023 Oct 19, 2023	BUY	$128.74 - $136.24 $32,056 - $33,923	249 Added 4.12%	6,294 $810,000
Q2 2023 Jul 13, 2023	SELL	$126.74 - $135.66 $37,388 - $40,019	-295 Reduced 4.65%	6,045 $802,000
Q1 2023 Apr 11, 2023	BUY	$124.15 - $135.82 $124,150 - $135,820	1,000 Added 18.73%	6,340 $820,000
Q4 2022 Jan 18, 2023	BUY	$121.85 - $140.1 $152,312 - $175,125	1,250 Added 30.56%	5,340 $0
Q3 2022 Nov 02, 2022	BUY	$121.11 - $134.29 $66,368 - $73,590	548 Added 15.47%	4,090 $543,000
Q2 2022 Jul 27, 2022	BUY	$119.89 - $142.83 $424,650 - $505,903	3,542 New	3,542 $454,000
Q1 2022 Apr 25, 2022	SELL	$126.55 - $139.44 $200,075 - $220,454	-1,581 Closed	0 $0
Q4 2021 Jun 06, 2022	SELL	$125.34 - $141.49 $1.19 Million - $1.34 Million	-9,486 Reduced 85.71%	1,581 $223,000
Q4 2021 Jan 18, 2022	BUY	$125.34 - $141.49 $1.39 Million - $1.57 Million	11,067 New	11,067 $1.56 Million

Others Institutions Holding XLV

# of Institutions

2,013

Shares Held

205M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Aries Wealth Management Select Sector Spdr Fund Health Transaction History