Aries Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.8M | Buy |
26,501
+592
| +2% | +$429K | 3.89% | 5 |
|
|
2026
Q1 | $16.8M | Buy |
25,909
+817
| +3% | +$555K | 3.7% | 5 |
|
|
2025
Q4 | $17.1M | Buy |
25,092
+769
| +3% | +$520K | 3.79% | 4 |
|
|
2025
Q3 | $16.2M | Buy |
24,323
+4,979
| +26% | +$3.19M | 3.83% | 4 |
|
|
2025
Q2 | $12M | Sell |
19,344
-641
| -3% | -$366K | 3.12% | 5 |
|
|
2025
Q1 | $11.2M | Buy |
19,985
+567
| +3% | +$333K | 3.04% | 4 |
|
|
2024
Q4 | $11.4M | Buy |
19,418
+618
| +3% | +$364K | 3.13% | 5 |
|
|
2024
Q3 | $10.8M | Buy |
18,800
+1,789
| +11% | +$989K | 2.97% | 6 |
|
|
2024
Q2 | $9.26M | Buy |
17,011
+290
| +2% | +$152K | 2.92% | 6 |
|
|
2024
Q1 | $8.75M | Buy |
16,721
+1,181
| +8% | +$588K | 2.82% | 6 |
|
|
2023
Q4 | $7.39M | Buy |
15,540
+1,060
| +7% | +$472K | 2.63% | 6 |
|
|
2023
Q3 | $6.31M | Buy |
14,480
+1,184
| +9% | +$527K | 2.47% | 6 |
|
|
2023
Q2 | $5.89M | Sell |
13,296
-334
| -2% | -$140K | 2.29% | 6 |
|
|
2023
Q1 | $5.58M | Sell |
13,630
-266
| -2% | -$106K | 2.29% | 7 |
|
|
2022
Q4 | $5.31M | Buy |
13,896
+1,526
| +12% | +$587K | 2.29% | 8 |
|
|
2022
Q3 | $4.78M | Buy |
12,370
+126
| +1% | +$50K | 2.11% | 9 |
|
|
2022
Q2 | $4.62M | Buy |
12,244
+3,715
| +44% | +$1.52M | 2.1% | 10 |
|
|
2022
Q1 | $3.85M | Sell |
8,529
-2,916
| -25% | -$1.3M | 1.67% | 24 |
|
|
2021
Q4 | $5.44M | Sell |
11,445
-1,202
| -10% | -$552K | 2.07% | 10 |
|
|
2021
Q3 | $5.43M | Buy |
12,647
+407
| +3% | +$180K | 2.3% | 8 |
|
|
2021
Q2 | $5.24M | Buy |
12,240
+296
| +2% | +$124K | 2.24% | 9 |
|
|
2021
Q1 | $4.91M | Sell |
11,944
-156
| -1% | -$60.2K | 2.21% | 9 |
|
|
2020
Q4 | $4.61M | Buy |
12,100
+180
| +2% | +$63.9K | 2.3% | 9 |
|
|
2020
Q3 | $3.99M | Buy |
11,920
+235
| +2% | +$77.9K | 2.27% | 10 |
|
|
2020
Q2 | $3.6M | Sell |
11,685
-423
| -3% | -$124K | 2.2% | 10 |
|
|
2020
Q1 | $3.05M | Buy |
12,108
+350
| +3% | +$107K | 2.32% | 10 |
|
|
2019
Q4 | $3.81M | Buy |
11,758
+91
| +0.8% | +$28K | 2.32% | 10 |
|
|
2019
Q3 | $3.46M | Buy |
11,667
+914
| +8% | +$270K | 2.3% | 11 |
|
|
2019
Q2 | $3.21M | Buy |
10,753
+1,359
| +14% | +$391K | 2.24% | 10 |
|
|
2019
Q1 | $2.65M | Buy |
9,394
+329
| +4% | +$89.4K | 1.98% | 10 |
|
|
2018
Q4 | $2.27M | Buy |
9,065
+1,334
| +17% | +$360K | 2.4% | 9 |
|
|
2018
Q3 | $2.25M | Hold |
7,731
| – | – | 2.02% | 12 |
|
|
2018
Q2 | $2.17M | Buy |
7,731
+340
| +5% | +$91.8K | 2.01% | 11 |
|
|
2018
Q1 | $1.96M | Sell |
7,391
-215
| -3% | -$58.7K | 1.9% | 12 |
|
|
2017
Q4 | $2.13M | Buy |
+7,606
| New | +$1.98M | 1.96% | 12 |
|
Other funds holding SPY
Aries Wealth Management's SPY Position: Q2 2026 in Review
Aries Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.3% in Q2 2026, buying an estimated $429K and bringing the position to 26,501 shares worth $19.8M. The position accounts for 3.89% of the portfolio, ranked #5.
Aries Wealth Management first reported a position in SPY in Q4 2017 and has held it in 35 quarters since. 4,629 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Aries Wealth Management held 26,501 shares of State Street SPDR S&P 500 ETF Trust worth $19.8M as of Q2 2026.
- Aries Wealth Management bought 592 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $429K.
- State Street SPDR S&P 500 ETF Trust made up 3.89% of Aries Wealth Management's portfolio in Q2 2026, its #5 holding.
- Aries Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 35 quarters since.
- 4,629 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.