United Asset Strategies, Inc. Consumer Staples Sector Spdr Transaction History

United Asset Strategies, Inc.

$1.07 Billion
Q1 2025

A detailed history of United Asset Strategies, Inc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, United Asset Strategies, Inc. holds 97,860 shares of XLP stock, worth $7.44 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

97,860

Previous 98,529 0.68%

Holding current value

$7.44 Million

Previous $7.49 Million 0.68%

% of portfolio

0.69%

Previous 0.69%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	N/A	-669 Reduced 0.68%	97,860 $7.44 Million
Q4 2024 Jan 22, 2025	BUY	N/A	852 Added 0.87%	98,529 $7.49 Million
Q3 2024 Oct 28, 2024	BUY	$76.04 - $76.04 $289,788 - $289,788	3,811 Added 4.06%	97,677 $7.43 Million
Q2 2024 Aug 01, 2024	BUY	$73.08 - $78.4 $63,725 - $68,364	872 Added 0.94%	93,866 $7.19 Million
Q1 2024 Apr 23, 2024	SELL	$71.59 - $76.36 $1.99 Million - $2.12 Million	-27,825 Reduced 23.03%	92,994 $7.1 Million
Q4 2023 Jan 30, 2024	BUY	$66.22 - $72.3 $4.6 Million - $5.03 Million	69,506 Added 135.45%	120,819 $8.7 Million
Q3 2023 Nov 07, 2023	BUY	$68.8 - $76.1 $1.82 Million - $2.01 Million	26,392 Added 105.9%	51,313 $3.53 Million
Q2 2023 Jul 25, 2023	BUY	$72.59 - $77.5 $580,357 - $619,612	7,995 Added 47.24%	24,921 $1.85 Million
Q1 2023 Jul 25, 2023	SELL	$71.11 - $75.78 $432,846 - $461,272	-6,087 Reduced 26.45%	16,926 $1.26 Million
Q1 2023 Apr 25, 2023	SELL	$71.11 - $75.78 $167,535 - $178,537	-2,356 Reduced 9.29%	23,013 $1.72 Million
Q4 2022 Jan 26, 2023	SELL	$71.53 - $77.19 $663,583 - $716,091	-9,277 Reduced 26.78%	25,369 $0
Q3 2022 Oct 24, 2022	BUY	N/A	17,160 Added 98.14%	34,646 $2.31 Million
Q2 2022 Aug 15, 2022	BUY	N/A	1,377 Added 8.55%	17,486 $1.26 Million
Q1 2022 Apr 29, 2022	SELL	N/A	-10,154 Reduced 38.66%	16,109 $1.22 Million
Q4 2021 Jan 31, 2022	BUY	N/A	11,691 Added 80.23%	26,263 $2.03 Million
Q3 2021 Oct 21, 2021	SELL	N/A	-7,041 Reduced 32.58%	14,572 $1 Million
Q2 2021 Jul 19, 2021	BUY	N/A	1,381 Added 6.83%	21,613 $1.51 Million
Q1 2021 Apr 27, 2021	SELL	N/A	-38,262 Reduced 65.41%	20,232 $1.38 Million
Q4 2020 Feb 05, 2021	SELL	N/A	-116,705 Reduced 66.61%	58,494 $3.95 Million
Q3 2020 Nov 03, 2020	SELL	N/A	-4,440 Reduced 2.47%	175,199 $11.2 Million
Q2 2020 Aug 03, 2020	SELL	N/A	-8,267 Reduced 4.4%	179,639 $10.5 Million
Q1 2020 May 08, 2020	SELL	N/A	-3,248 Reduced 1.7%	187,906 $10.2 Million
Q4 2019 Feb 12, 2020	SELL	N/A	-11,167 Reduced 5.52%	191,154 $12 Million
Q3 2019 Nov 01, 2019	BUY	N/A	11,601 Added 6.08%	202,321 $12.4 Million
Q2 2019 Jul 31, 2019	SELL	N/A	-31,173 Reduced 14.05%	190,720 $11.1 Million
Q1 2019 May 02, 2019	BUY	N/A	23,768 Added 12.0%	221,893 $12.5 Million
Q4 2018 Feb 11, 2019	SELL	N/A	-37,671 Reduced 15.98%	198,125 $10.1 Million
Q3 2018 Nov 07, 2018	BUY	N/A	6,103 Added 2.66%	235,796 $12.7 Million
Q2 2018 Aug 07, 2018	BUY	N/A	34,563 Added 17.71%	229,693 $11.8 Million
Q1 2018 May 14, 2018	SELL	N/A	-25,640 Reduced 11.61%	195,130 $10.3 Million
Q4 2017 Feb 09, 2018	BUY	N/A	220,770	220,770 $12.6 Million

Others Institutions Holding XLP

# of Institutions

1,403

Shares Held

174M

Call Options Held

13M

Put Options Held

12.9M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
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United Asset Strategies, Inc. Consumer Staples Sector Spdr Transaction History