United Asset Strategies, Inc. Spdr Portfolio Transaction History

United Asset Strategies, Inc.

  • $993 Million
  • Q1 2024

A detailed history of United Asset Strategies, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, United Asset Strategies, Inc. holds 51,923 shares of SPMD stock, worth $2.65 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
51,923
Previous 42,041 23.51%
Holding current value
$2.65 Million
Previous $2.05 Million 35.21%
% of portfolio
0.28%
Previous 0.23%

Shares

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

Apr 23, 2024
BUY
$47.16 - $53.34 $466,035 - $527,105
9,882 Added 23.51%
51,923 $2.77 Million
Q4 2023

Jan 30, 2024
SELL
$40.76 - $49.2 $17,282 - $20,860
-424 Reduced 1.0%
42,041 $2.05 Million
Q3 2023

Nov 07, 2023
SELL
$43.23 - $47.8 $329,628 - $364,475
-7,625 Reduced 15.22%
42,465 $1.86 Million
Q2 2023

Jul 25, 2023
SELL
$42.21 - $45.89 $17,517 - $19,044
-415 Reduced 0.82%
50,090 $2.3 Million
Q1 2023

Apr 25, 2023
BUY
$41.67 - $47.74 $5,333 - $6,110
128 Added 0.25%
50,505 $2.22 Million
Q4 2022

Jan 26, 2023
BUY
$41.68 - $45.21 $111,243 - $120,665
2,669 Added 5.59%
50,377 $0
Q3 2022

Oct 24, 2022
BUY
N/A
16,089 Added 50.88%
47,708 $1.84 Million
Q2 2022

Aug 15, 2022
BUY
N/A
15,785 Added 99.69%
31,619 $1.26 Million
Q1 2022

Apr 29, 2022
BUY
N/A
718 Added 4.75%
15,834 $747,000
Q4 2021

Jan 31, 2022
SELL
N/A
-7,360 Reduced 32.75%
15,116 $752,000
Q3 2021

Oct 21, 2021
SELL
N/A
-17,135 Reduced 43.26%
22,476 $1.04 Million
Q2 2021

Jul 19, 2021
BUY
N/A
377 Added 0.96%
39,611 $1.87 Million
Q1 2021

Apr 27, 2021
BUY
N/A
1,914 Added 5.13%
39,234 $1.8 Million
Q4 2020

Feb 05, 2021
BUY
N/A
24,748 Added 196.85%
37,320 $1.51 Million
Q3 2020

Nov 03, 2020
BUY
N/A
83 Added 0.66%
12,572 $410,000
Q2 2020

Aug 03, 2020
SELL
N/A
-8 Reduced 0.06%
12,489 $390,000
Q1 2020

May 08, 2020
BUY
N/A
234 Added 1.91%
12,497 $317,000
Q4 2019

Feb 12, 2020
BUY
N/A
2,289 Added 22.95%
12,263 $444,000
Q3 2019

Nov 01, 2019
SELL
N/A
-28,587 Reduced 74.13%
9,974 $338,000
Q2 2019

Jul 31, 2019
SELL
N/A
-11,505 Reduced 22.98%
38,561 $1.31 Million
Q1 2019

May 02, 2019
BUY
N/A
41,699 Added 498.37%
50,066 $1.67 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-197 Reduced 2.3%
8,367 $246,000
Q3 2018

Nov 07, 2018
BUY
N/A
574 Added 7.18%
8,564 $310,000
Q2 2018

Aug 07, 2018
BUY
N/A
496 Added 6.62%
7,990 $279,000
Q1 2018

May 14, 2018
BUY
N/A
173 Added 2.36%
7,494 $249,000
Q4 2017

Feb 09, 2018
BUY
N/A
7,321
7,321 $244,000

Others Institutions Holding SPMD

# of Institutions
590
Shares Held
169M
Call Options Held
2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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