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 7,209 shares of SPEM stock, worth $276,969. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,209
Previous 8,891 18.92%
Holding current value
$276,969
Previous $314,000 17.2%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Apr 23, 2024
SELL
$33.69 - $36.47 $56,666 - $61,342
-1,682 Reduced 18.92%
7,209 $260,000
Q4 2023

Jan 30, 2024
SELL
$32.26 - $35.46 $75,843 - $83,366
-2,351 Reduced 20.91%
8,891 $314,000
Q3 2023

Nov 07, 2023
BUY
$33.36 - $36.37 $7,572 - $8,255
227 Added 2.06%
11,242 $377,000
Q2 2023

Jul 25, 2023
SELL
$33.2 - $35.75 $1.25 Million - $1.34 Million
-37,534 Reduced 77.31%
11,015 $378,000
Q1 2023

Jul 25, 2023
BUY
$32.49 - $36.44 $1.22 Million - $1.37 Million
37,648 Added 345.36%
48,549 $1.66 Million
Q1 2023

Apr 25, 2023
BUY
$32.49 - $36.44 $1,462 - $1,639
45 Added 0.41%
10,901 $372,000
Q4 2022

Jan 26, 2023
SELL
$30.26 - $34.51 $14,131 - $16,116
-467 Reduced 4.12%
10,856 $0
Q3 2022

Oct 24, 2022
BUY
N/A
1,653 Added 17.09%
11,323 $351,000
Q2 2022

Aug 15, 2022
SELL
N/A
-8,720 Reduced 47.42%
9,670 $336,000
Q1 2022

Apr 29, 2022
BUY
N/A
9,828 Added 114.79%
18,390 $711,000
Q4 2021

Jan 31, 2022
BUY
N/A
255 Added 3.07%
8,562 $355,000
Q3 2021

Oct 21, 2021
SELL
N/A
-6,323 Reduced 43.22%
8,307 $353,000
Q2 2021

Jul 19, 2021
SELL
N/A
-10,370 Reduced 41.48%
14,630 $666,000
Q1 2021

Apr 27, 2021
BUY
N/A
3,128 Added 14.3%
25,000 $1.09 Million
Q4 2020

Feb 05, 2021
SELL
N/A
-2,386 Reduced 9.84%
21,872 $922,000
Q3 2020

Nov 03, 2020
SELL
N/A
-249 Reduced 1.02%
24,258 $887,000
Q2 2020

Aug 03, 2020
BUY
N/A
11,925 Added 94.78%
24,507 $820,000
Q1 2020

May 08, 2020
BUY
N/A
178 Added 1.44%
12,582 $358,000
Q4 2019

Feb 12, 2020
BUY
N/A
12,404 New
12,404 $466,000
Q2 2019

Jul 31, 2019
SELL
N/A
-9,185 Closed
0 $0
Q1 2019

May 02, 2019
SELL
N/A
-133 Reduced 1.43%
9,185 $328,000
Q4 2018

Feb 11, 2019
BUY
N/A
636 Added 7.33%
9,318 $302,000
Q3 2018

Nov 07, 2018
SELL
N/A
-18,563 Reduced 68.13%
8,682 $302,000
Q2 2018

Aug 07, 2018
BUY
N/A
2,016 Added 7.99%
27,245 $963,000
Q1 2018

May 14, 2018
BUY
N/A
11,957 Added 90.09%
25,229 $992,000
Q4 2017

Feb 09, 2018
BUY
N/A
13,272
13,272 $506,000

Others Institutions Holding SPEM

# of Institutions
744
Shares Held
185M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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