United Asset Strategies, Inc. Financial Sector Spdr Transaction History

United Asset Strategies, Inc.

  • $1.24 Billion
  • Q3 2025

A detailed history of United Asset Strategies, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, United Asset Strategies, Inc. holds 176,338 shares of XLF stock, worth $9.25 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
176,338
Previous 181,675 2.94%
Holding current value
$9.25 Million
Previous $9.51 Million 0.16%
% of portfolio
0.77%
Previous 0.82%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$51.37 - $54.25 $274,161 - $289,532
-5,337 Reduced 2.94%
176,338 $9.5 Million
Q2 2025

Aug 08, 2025
SELL
$43.92 - $52.37 $92,188 - $109,924
-2,099 Reduced 1.14%
181,675 $9.51 Million
Q1 2025

May 14, 2025
SELL
$47.32 - $52.19 $362,376 - $399,671
-7,658 Reduced 4.0%
183,774 $9.15 Million
Q4 2024

Jan 22, 2025
BUY
$44.89 - $51.34 $1.44 Million - $1.65 Million
32,167 Added 20.2%
191,432 $9.25 Million
Q3 2024

Oct 28, 2024
SELL
$40.84 - $45.74 $70,040 - $78,444
-1,715 Reduced 1.07%
159,265 $7.22 Million
Q2 2024

Aug 01, 2024
SELL
$39.59 - $42.49 $453,622 - $486,850
-11,458 Reduced 6.64%
160,980 $6.62 Million
Q1 2024

Apr 23, 2024
SELL
$37.27 - $42.12 $3.09 Million - $3.49 Million
-82,904 Reduced 32.47%
172,438 $7.26 Million
Q4 2023

Jan 30, 2024
BUY
$31.45 - $37.72 $4.76 Million - $5.7 Million
151,235 Added 145.27%
255,342 $9.6 Million
Q3 2023

Nov 07, 2023
SELL
$33.17 - $35.6 $225,124 - $241,617
-6,787 Reduced 6.12%
104,107 $3.45 Million
Q2 2023

Jul 25, 2023
SELL
$31.55 - $33.71 $287,262 - $306,929
-9,105 Reduced 7.59%
110,894 $3.74 Million
Q1 2023

Apr 25, 2023
SELL
$30.98 - $37.0 $2.98 Million - $3.56 Million
-96,191 Reduced 44.49%
119,999 $3.86 Million
Q4 2022

Jan 26, 2023
SELL
$30.29 - $36.31 $2.01 Million - $2.41 Million
-66,280 Reduced 23.46%
216,190 $0
Q3 2022

Oct 24, 2022
BUY
$30.36 - $35.81 $1.67 Million - $1.97 Million
54,905 Added 24.13%
282,470 $8.58 Million
Q2 2022

Aug 15, 2022
SELL
$30.84 - $38.22 $1.52 Million - $1.89 Million
-49,339 Reduced 17.82%
227,565 $7.16 Million
Q1 2022

Apr 29, 2022
SELL
$35.66 - $41.42 $1.69 Million - $1.96 Million
-47,427 Reduced 14.62%
276,904 $10.6 Million
Q4 2021

Jan 31, 2022
BUY
$37.54 - $40.62 $1.32 Million - $1.43 Million
35,178 Added 12.17%
324,331 $12.7 Million
Q3 2021

Oct 21, 2021
SELL
$35.11 - $39.0 $457,061 - $507,702
-13,018 Reduced 4.31%
289,153 $10.9 Million
Q2 2021

Jul 19, 2021
SELL
$34.47 - $38.47 $606,120 - $676,456
-17,584 Reduced 5.5%
302,171 $11.1 Million
Q1 2021

Apr 27, 2021
SELL
$28.95 - $34.77 $483,001 - $580,102
-16,684 Reduced 4.96%
319,755 $10.9 Million
Q4 2020

Feb 05, 2021
BUY
$23.61 - $29.48 $1.68 Million - $2.09 Million
71,061 Added 26.78%
336,439 $9.92 Million
Q3 2020

Nov 03, 2020
SELL
$22.68 - $25.49 $1.17 Million - $1.32 Million
-51,649 Reduced 16.29%
265,378 $6.39 Million
Q2 2020

Aug 03, 2020
SELL
$19.55 - $26.74 $306,211 - $418,828
-15,663 Reduced 4.71%
317,027 $7.34 Million
Q1 2020

May 08, 2020
SELL
$17.66 - $31.17 $929,057 - $1.64 Million
-52,608 Reduced 13.65%
332,690 $6.93 Million
Q4 2019

Feb 12, 2020
SELL
$26.78 - $30.94 $28,681 - $33,136
-1,071 Reduced 0.28%
385,298 $11.9 Million
Q3 2019

Nov 01, 2019
SELL
$27.86 - $28.52 $151,419 - $155,006
-5,435 Reduced 1.39%
386,369 $10.8 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-41,002 Reduced 9.47%
391,804 $10.8 Million
Q1 2019

May 02, 2019
BUY
N/A
13,798 Added 3.29%
432,806 $11.1 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-26,244 Reduced 5.89%
419,008 $9.98 Million
Q3 2018

Nov 07, 2018
BUY
N/A
691 Added 0.16%
445,252 $12.3 Million
Q2 2018

Aug 07, 2018
BUY
N/A
62,578 Added 16.38%
444,561 $11.8 Million
Q1 2018

May 14, 2018
SELL
N/A
-52,197 Reduced 12.02%
381,983 $10.5 Million
Q4 2017

Feb 09, 2018
BUY
N/A
434,180
434,180 $12.1 Million

Others Institutions Holding XLF

# of Institutions
2,161
Shares Held
765M
Call Options Held
136M
Put Options Held
251M
View Full List

About FINANCIAL SECTOR SPDR

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