Financial Select Sector SPDR shares owned by Aries Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Aries Wealth Management
from 13F filings
Historical chart of Aries Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Aries Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $413k | 8.6k | 48.33 |
| 2024-09-30 | $388k | 8.6k | 45.32 |
| 2024-06-30 | $413k | 10k | 41.11 |
| 2024-03-31 | $424k | 10k | 42.12 |
| 2023-12-31 | $378k | 10k | 37.60 |
| 2023-09-30 | $348k | 10k | 33.56 |
| 2023-06-30 | $361k | 11k | 33.71 |
| 2023-03-31 | $354k | 11k | 32.15 |
| 2022-12-31 | $411k | 12k | 34.20 |
| 2022-09-30 | $359k | 11k | 34.02 |
| 2022-06-30 | $417k | 13k | 31.48 |
| 2021-12-31 | $3.8M | 98k | 39.05 |
| 2021-09-30 | $466k | 12k | 37.54 |
| 2021-06-30 | $479k | 13k | 36.67 |
| 2021-03-31 | $369k | 11k | 35.18 |
| 2020-12-31 | $259k | 8.4k | 30.91 |
| 2020-09-30 | $202k | 8.4k | 24.11 |
| 2020-03-31 | $269k | 13k | 20.01 |
| 2019-12-31 | $500k | 16k | 30.71 |
| 2019-09-30 | $460k | 17k | 27.65 |
| 2019-06-30 | $574k | 20k | 28.17 |
| 2019-03-31 | $339k | 13k | 25.73 |
| 2018-12-31 | $205k | 8.6k | 23.77 |
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