United Asset Strategies, Inc. Energy Sector Spdr Transaction History

United Asset Strategies, Inc.

  • $993 Million
  • Q1 2024

A detailed history of United Asset Strategies, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, United Asset Strategies, Inc. holds 27,889 shares of XLE stock, worth $2.54 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
27,889
Previous 34,466 19.08%
Holding current value
$2.54 Million
Previous $2.89 Million 8.86%
% of portfolio
0.27%
Previous 0.33%

Shares

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

Apr 23, 2024
SELL
$79.91 - $94.41 $525,568 - $620,934
-6,577 Reduced 19.08%
27,889 $2.63 Million
Q4 2023

Jan 30, 2024
BUY
$81.2 - $91.96 $1.9 Million - $2.15 Million
23,431 Added 212.33%
34,466 $2.89 Million
Q3 2023

Nov 07, 2023
SELL
$79.09 - $93.36 $1.16 Million - $1.37 Million
-14,657 Reduced 57.05%
11,035 $997,000
Q2 2023

Jul 25, 2023
BUY
$76.59 - $87.23 $205,184 - $233,689
2,679 Added 11.64%
25,692 $2.09 Million
Q1 2023

Jul 25, 2023
SELL
$76.97 - $93.11 $37,792 - $45,717
-491 Reduced 2.09%
23,013 $1.91 Million
Q1 2023

Apr 25, 2023
SELL
$76.97 - $93.11 $2.04 Million - $2.47 Million
-26,542 Reduced 53.04%
23,504 $1.95 Million
Q4 2022

Jan 26, 2023
BUY
$82.68 - $94.08 $512,946 - $583,672
6,204 Added 14.15%
50,046 $0
Q3 2022

Oct 24, 2022
BUY
N/A
6,794 Added 18.34%
43,842 $3.16 Million
Q2 2022

Aug 15, 2022
BUY
N/A
3,166 Added 9.34%
37,048 $2.65 Million
Q1 2022

Apr 29, 2022
SELL
N/A
-47,701 Reduced 58.47%
33,882 $2.59 Million
Q4 2021

Jan 31, 2022
BUY
N/A
3,473 Added 4.45%
81,583 $4.53 Million
Q3 2021

Oct 21, 2021
SELL
N/A
-205,980 Reduced 72.51%
78,110 $4.07 Million
Q2 2021

Jul 19, 2021
BUY
N/A
15,765 Added 5.88%
284,090 $15.3 Million
Q1 2021

Apr 27, 2021
BUY
N/A
26,744 Added 11.07%
268,325 $13.2 Million
Q4 2020

Feb 05, 2021
BUY
N/A
215,119 Added 812.94%
241,581 $9.16 Million
Q3 2020

Nov 03, 2020
BUY
N/A
4,814 Added 22.24%
26,462 $793,000
Q2 2020

Aug 03, 2020
SELL
N/A
-7,332 Reduced 25.3%
21,648 $819,000
Q1 2020

May 08, 2020
SELL
N/A
-10,911 Reduced 27.35%
28,980 $842,000
Q4 2019

Feb 12, 2020
SELL
N/A
-7,758 Reduced 16.28%
39,891 $2.4 Million
Q3 2019

Nov 01, 2019
BUY
N/A
2,249 Added 4.95%
47,649 $2.82 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-22,256 Reduced 32.9%
45,400 $2.89 Million
Q1 2019

May 02, 2019
BUY
N/A
16,038 Added 31.07%
67,656 $4.47 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-491 Reduced 0.94%
51,618 $2.96 Million
Q3 2018

Nov 07, 2018
BUY
N/A
12,073 Added 30.16%
52,109 $3.95 Million
Q2 2018

Aug 07, 2018
BUY
N/A
15,401 Added 62.52%
40,036 $3.04 Million
Q1 2018

May 14, 2018
SELL
N/A
-22,998 Reduced 48.28%
24,635 $1.66 Million
Q4 2017

Feb 09, 2018
BUY
N/A
47,633
47,633 $3.44 Million

Others Institutions Holding XLE

# of Institutions
2,028
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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