A detailed history of United Asset Strategies, Inc. transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, United Asset Strategies, Inc. holds 8,129 shares of XBI stock, worth $753,639. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,129
Holding current value
$753,639
% of portfolio
0.08%

Shares

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

Apr 23, 2024

BUY
$87.05 - $102.89 $707,629 - $836,392
8,129 New
8,129 $771,000
Q3 2023

Nov 07, 2023

BUY
$71.88 - $85.76 $200,976 - $239,784
2,796 New
2,796 $204,000
Q1 2022

Apr 29, 2022

SELL
N/A
-3,409 Closed
0 $0
Q4 2021

Jan 31, 2022

SELL
N/A
-3,198 Reduced 48.4%
3,409 $382,000
Q3 2021

Oct 21, 2021

BUY
N/A
440 Added 7.13%
6,607 $831,000
Q2 2021

Jul 19, 2021

SELL
N/A
-230 Reduced 3.6%
6,167 $835,000
Q1 2021

Apr 27, 2021

SELL
N/A
-2,347 Reduced 26.84%
6,397 $868,000
Q4 2020

Feb 05, 2021

BUY
N/A
1,056 Added 13.74%
8,744 $1.23 Million
Q3 2020

Nov 03, 2020

SELL
N/A
-1,690 Reduced 18.02%
7,688 $857,000
Q2 2020

Aug 03, 2020

SELL
N/A
-165 Reduced 1.73%
9,378 $1.05 Million
Q1 2020

May 08, 2020

SELL
N/A
-2,205 Reduced 18.77%
9,543 $739,000
Q4 2019

Feb 12, 2020

BUY
N/A
960 Added 8.9%
11,748 $1.12 Million
Q3 2019

Nov 01, 2019

BUY
N/A
315 Added 3.01%
10,788 $823,000
Q2 2019

Jul 31, 2019

SELL
N/A
-165 Reduced 1.55%
10,473 $919,000
Q1 2019

May 02, 2019

SELL
N/A
-70 Reduced 0.65%
10,638 $963,000
Q4 2018

Feb 11, 2019

SELL
N/A
-425 Reduced 3.82%
10,708 $768,000
Q3 2018

Nov 07, 2018

SELL
N/A
-144 Reduced 1.28%
11,133 $1.07 Million
Q2 2018

Aug 07, 2018

SELL
N/A
-420 Reduced 3.59%
11,277 $1.07 Million
Q1 2018

May 14, 2018

SELL
N/A
-1,534 Reduced 11.59%
11,697 $1.03 Million
Q4 2017

Feb 09, 2018

BUY
N/A
13,231
13,231 $1.12 Million

Others Institutions Holding XBI

About SPDR SER TR SPDR S&P BIOTECH E


  • Ticker XBI
  • Sector ETFs
  • Industry ETFs
More about XBI
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.