United Asset Strategies, Inc. Technology Sector Spdr Transaction History

United Asset Strategies, Inc.

  • $1.16 Billion
  • Q2 2025

A detailed history of United Asset Strategies, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, United Asset Strategies, Inc. holds 139,460 shares of XLK stock, worth $37.1 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares
139,460
Previous 193,858 28.06%
Holding current value
$37.1 Million
Previous $40 Million 11.77%
% of portfolio
3.03%
Previous 3.74%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$179.73 - $253.23 $9.78 Million - $13.8 Million
-54,398 Reduced 28.06%
139,460 $35.3 Million
Q1 2025

May 14, 2025
BUY
$206.38 - $242.18 $283,772 - $332,997
1,375 Added 0.71%
193,858 $40 Million
Q4 2024

Jan 22, 2025
SELL
$220.26 - $241.44 $301,756 - $330,772
-1,370 Reduced 0.71%
192,483 $44.8 Million
Q3 2024

Oct 28, 2024
BUY
$197.34 - $237.68 $556,498 - $670,257
2,820 Added 1.48%
193,853 $43.8 Million
Q2 2024

Aug 01, 2024
SELL
$192.53 - $231.41 $1.98 Million - $2.38 Million
-10,277 Reduced 5.11%
191,033 $43.2 Million
Q1 2024

Apr 23, 2024
SELL
$184.12 - $211.02 $812,889 - $931,653
-4,415 Reduced 2.15%
201,310 $41.9 Million
Q4 2023

Jan 30, 2024
SELL
$160.19 - $193.07 $645,245 - $777,685
-4,028 Reduced 1.92%
205,725 $39.6 Million
Q3 2023

Nov 07, 2023
SELL
$161.97 - $180.26 $4.78 Million - $5.32 Million
-29,538 Reduced 12.34%
209,753 $34.4 Million
Q2 2023

Jul 25, 2023
BUY
$143.97 - $174.63 $30.1 Million - $36.5 Million
208,898 Added 687.32%
239,291 $41.6 Million
Q1 2023

Jul 25, 2023
SELL
$121.18 - $151.01 $24.1 Million - $30 Million
-198,949 Reduced 86.75%
30,393 $4.59 Million
Q1 2023

Apr 25, 2023
BUY
$121.18 - $151.01 $4.75 Million - $5.92 Million
39,198 Added 20.61%
229,342 $34.6 Million
Q4 2022

Jan 26, 2023
SELL
$116.56 - $136.15 $1.04 Million - $1.21 Million
-8,885 Reduced 4.46%
190,144 $0
Q3 2022

Oct 24, 2022
BUY
$118.78 - $151.56 $2.78 Million - $3.55 Million
23,440 Added 13.35%
199,029 $23.6 Million
Q2 2022

Aug 15, 2022
BUY
$123.49 - $161.47 $89,406 - $116,904
724 Added 0.41%
175,589 $22.3 Million
Q1 2022

Apr 29, 2022
SELL
$141.39 - $175.52 $1.75 Million - $2.18 Million
-12,411 Reduced 6.63%
174,865 $27.8 Million
Q4 2021

Jan 31, 2022
BUY
$148.06 - $176.65 $86,170 - $102,810
582 Added 0.31%
187,276 $32.6 Million
Q3 2021

Oct 21, 2021
BUY
$147.91 - $159.7 $176,604 - $190,681
1,194 Added 0.64%
186,694 $27.9 Million
Q2 2021

Jul 19, 2021
BUY
$131.31 - $147.82 $268,266 - $301,996
2,043 Added 1.11%
185,500 $27.4 Million
Q1 2021

Apr 27, 2021
SELL
$125.83 - $138.59 $476,392 - $524,701
-3,786 Reduced 2.02%
183,457 $24.4 Million
Q4 2020

Feb 05, 2021
SELL
$110.86 - $130.52 $98,665 - $116,162
-890 Reduced 0.47%
187,243 $24.3 Million
Q3 2020

Nov 03, 2020
SELL
$104.66 - $127.03 $3.6 Million - $4.37 Million
-34,398 Reduced 15.46%
188,133 $22 Million
Q2 2020

Aug 03, 2020
SELL
$76.54 - $104.63 $423,878 - $579,440
-5,538 Reduced 2.43%
222,531 $23.3 Million
Q1 2020

May 08, 2020
SELL
$70.4 - $102.79 $218,521 - $319,060
-3,104 Reduced 1.34%
228,069 $18.3 Million
Q4 2019

Feb 12, 2020
SELL
$78.28 - $91.92 $6.72 Million - $7.9 Million
-85,902 Reduced 27.09%
231,173 $21.2 Million
Q3 2019

Nov 01, 2019
BUY
$79.69 - $81.76 $8.54 Million - $8.76 Million
107,111 Added 51.01%
317,075 $25.5 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-10,436 Reduced 4.74%
209,964 $16.4 Million
Q1 2019

May 02, 2019
BUY
N/A
26,074 Added 13.42%
220,400 $16.3 Million
Q4 2018

Feb 11, 2019
BUY
N/A
17,405 Added 9.84%
194,326 $12 Million
Q3 2018

Nov 07, 2018
BUY
N/A
2,180 Added 1.25%
176,921 $13.3 Million
Q2 2018

Aug 07, 2018
BUY
N/A
6,117 Added 3.63%
174,741 $12.1 Million
Q1 2018

May 14, 2018
SELL
N/A
-98,635 Reduced 36.91%
168,624 $11 Million
Q4 2017

Feb 09, 2018
BUY
N/A
267,259
267,259 $17.1 Million

Others Institutions Holding XLK

# of Institutions
2,464
Shares Held
282M
Call Options Held
9.05M
Put Options Held
14.7M
View Full List

About TECHNOLOGY SECTOR SPDR

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