United Asset Strategies, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

United Asset Strategies, Inc.

  • $993 Million
  • Q1 2024

A detailed history of United Asset Strategies, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, United Asset Strategies, Inc. holds 25,345 shares of SPDW stock, worth $892,144. This represents 0.09% of its overall portfolio holdings.

Number of Shares
25,345
Previous 36,603 30.76%
Holding current value
$892,144
Previous $1.24 Million 27.01%
% of portfolio
0.09%
Previous 0.14%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$32.85 - $35.9 $369,825 - $404,162
-11,258 Reduced 30.76%
25,345 $908,000
Q4 2023

Jan 30, 2024
SELL
$29.46 - $34.07 $355,582 - $411,224
-12,070 Reduced 24.8%
36,603 $1.24 Million
Q3 2023

Nov 07, 2023
SELL
$30.88 - $33.58 $13,216 - $14,372
-428 Reduced 0.87%
48,673 $1.51 Million
Q2 2023

Jul 25, 2023
BUY
$31.7 - $33.66 $991,480 - $1.05 Million
31,277 Added 175.48%
49,101 $1.6 Million
Q1 2023

Jul 25, 2023
SELL
$29.83 - $32.71 $916,526 - $1.01 Million
-30,725 Reduced 63.29%
17,824 $572,000
Q1 2023

Apr 25, 2023
BUY
$29.83 - $32.71 $446,465 - $489,570
14,967 Added 44.57%
48,549 $1.56 Million
Q4 2022

Jan 26, 2023
BUY
$27.34 - $31.02 $569,874 - $646,580
20,844 Added 163.64%
33,582 $0
Q3 2022

Oct 24, 2022
BUY
N/A
1,251 Added 10.89%
12,738 $329,000
Q2 2022

Aug 15, 2022
BUY
N/A
218 Added 1.93%
11,487 $331,000
Q1 2022

Apr 29, 2022
BUY
N/A
1,237 Added 12.33%
11,269 $386,000
Q4 2021

Jan 31, 2022
SELL
N/A
-9,698 Reduced 49.15%
10,032 $366,000
Q3 2021

Oct 21, 2021
SELL
N/A
-6,284 Reduced 24.16%
19,730 $714,000
Q2 2021

Jul 19, 2021
SELL
N/A
-30 Reduced 0.12%
26,014 $957,000
Q1 2021

Apr 27, 2021
BUY
N/A
5,402 Added 26.17%
26,044 $921,000
Q4 2020

Feb 05, 2021
BUY
N/A
5,197 Added 33.65%
20,642 $697,000
Q3 2020

Nov 03, 2020
SELL
N/A
-373 Reduced 2.36%
15,445 $452,000
Q2 2020

Aug 03, 2020
SELL
N/A
-12,807 Reduced 44.74%
15,818 $437,000
Q1 2020

May 08, 2020
BUY
N/A
798 Added 2.87%
28,625 $685,000
Q4 2019

Feb 12, 2020
SELL
N/A
-19,341 Reduced 41.0%
27,827 $872,000
Q3 2019

Nov 01, 2019
BUY
N/A
6,299 Added 15.41%
47,168 $1.39 Million
Q2 2019

Jul 31, 2019
BUY
N/A
2,475 Added 6.45%
40,869 $1.21 Million
Q1 2019

May 02, 2019
BUY
N/A
28,687 Added 295.53%
38,394 $1.12 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-287 Reduced 2.87%
9,707 $257,000
Q3 2018

Nov 07, 2018
BUY
N/A
1,377 Added 15.98%
9,994 $308,000
Q2 2018

Aug 07, 2018
BUY
N/A
602 Added 7.51%
8,617 $262,000
Q1 2018

May 14, 2018
SELL
N/A
-14,710 Reduced 64.73%
8,015 $252,000
Q4 2017

Feb 09, 2018
BUY
N/A
22,725
22,725 $720,000

Others Institutions Holding SPDW

# of Institutions
898
Shares Held
469M
Call Options Held
4.1K
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track United Asset Strategies, Inc. Portfolio

Follow United Asset Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Asset Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on United Asset Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email