Aries Wealth Management Utilities Sector Spdr Transaction History

Aries Wealth Management

$357 Million
Q4 2024

A detailed history of Aries Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Aries Wealth Management holds 3,829 shares of XLU stock, worth $302,873. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,829

Previous 4,113 6.9%

Holding current value

$302,873

Previous $332,000 12.95%

% of portfolio

0.08%

Previous 0.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,539

Shares Held

155M

Call Options Held

15.5M

Put Options Held

41.3M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Aries Wealth Management Utilities Sector Spdr Transaction History