SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Aries Wealth Management's Holding History (CIK: 0001729515)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 25,092 Value ($000) $17,111 Avg Close — Range —
Q3 2025
Shares 24,323 Value ($000) $16,203 Avg Close — Range —
Q2 2025
Shares 19,344 Value ($000) $11,952 Avg Close — Range —
Q1 2025
Shares 19,985 Value ($000) $11,179 Avg Close — Range —
Q4 2024
Shares 19,418 Value ($000) $11,381 Avg Close — Range —
Q3 2024
Shares 18,800 Value ($000) $10,787 Avg Close — Range —
Q2 2024
Shares 17,011 Value ($000) $9,258 Avg Close — Range —
Q1 2024
Shares 16,721 Value ($000) $8,746 Avg Close — Range —
Q4 2023
Shares 15,540 Value ($000) $7,386 Avg Close — Range —
Q3 2023
Shares 14,480 Value ($000) $6,314 Avg Close — Range —
Q2 2023
Shares 13,296 Value ($000) $5,894 Avg Close — Range —
Q1 2023
Shares 13,630 Value ($000) $5,580 Avg Close — Range —
Q4 2022
Shares 13,896 Value ($000) $5,314 Avg Close — Range —
Q3 2022
Shares 12,370 Value ($000) $4,777 Avg Close — Range —
Q2 2022
Shares 12,244 Value ($000) $4,619 Avg Close — Range —
Q1 2022
Shares 8,529 Value ($000) $3,852 Avg Close — Range —
Q4 2021
Shares 11,445 Value ($000) $5,436 Avg Close — Range —
Q3 2021
Shares 12,647 Value ($000) $5,427 Avg Close — Range —
Q2 2021
Shares 12,240 Value ($000) $5,239 Avg Close — Range —
Q1 2021
Shares 11,944 Value ($000) $4,914 Avg Close — Range —
Q4 2020
Shares 12,100 Value ($000) $4,613 Avg Close — Range —
Q3 2020
Shares 11,920 Value ($000) $3,992 Avg Close — Range —
Q2 2020
Shares 11,685 Value ($000) $3,603 Avg Close — Range —
Q1 2020
Shares 12,108 Value ($000) $3,049 Avg Close — Range —
Q4 2019
Shares 11,758 Value ($000) $3,805 Avg Close — Range —
Q3 2019
Shares 11,667 Value ($000) $3,457 Avg Close — Range —
Q2 2019
Shares 10,753 Value ($000) $3,209 Avg Close — Range —
Q1 2019
Shares 9,394 Value ($000) $2,654 Avg Close — Range —
Q4 2018
Shares 9,065 Value ($000) $2,266 Avg Close — Range —
Q3 2018
Shares 7,731 Value ($000) $2,248 Avg Close — Range —
Q2 2018
Shares 7,731 Value ($000) $2,175 Avg Close — Range —
Q1 2018
Shares 7,391 Value ($000) $1,960 Avg Close — Range —
Q4 2017
Shares 7,606 Value ($000) $2,133 Avg Close — Range —