Ownership history in Aries Wealth Management · 33 quarters on record
This page tracks every 13F SEC filing in which Aries Wealth Management reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 25,092 | +769 | +3.2% | 3.79% | $17.1M | $680.06 |
| 2025 Q3 | ADDED | 24,323 | +4,979 | +25.7% | 3.83% | $16.2M | $662.41 |
| 2025 Q2 | REDUCED | 19,344 | -641 | -3.2% | 3.12% | $12.0M | $612.65 |
| 2025 Q1 | ADDED | 19,985 | +567 | +2.9% | 3.04% | $11.2M | $553.05 |
| 2024 Q4 | ADDED | 19,418 | +618 | +3.3% | 3.13% | $11.4M | $577.70 |
| 2024 Q3 | ADDED | 18,800 | +1,789 | +10.5% | 2.96% | $10.8M | $563.66 |
| 2024 Q2 | ADDED | 17,011 | +290 | +1.7% | 2.92% | $9.3M | $533.00 |
| 2024 Q1 | ADDED | 16,721 | +1,181 | +7.6% | 2.82% | $8.7M | $510.64 |
| 2023 Q4 | ADDED | 15,540 | +1,060 | +7.3% | 2.63% | $7.4M | $462.58 |
| 2023 Q3 | ADDED | 14,480 | +1,184 | +8.9% | 2.47% | $6.3M | $414.35 |
As of 2025 Q4 — sorted by position size