United Asset Strategies, Inc. Utilities Sector Spdr Transaction History

United Asset Strategies, Inc.

  • $993 Million
  • Q1 2024

A detailed history of United Asset Strategies, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, United Asset Strategies, Inc. holds 9,723 shares of XLU stock, worth $661,358. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,723
Previous 34,255 71.62%
Holding current value
$661,358
Previous $2.17 Million 70.59%
% of portfolio
0.06%
Previous 0.25%

Shares

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

Apr 23, 2024
SELL
$59.95 - $65.65 $1.47 Million - $1.61 Million
-24,532 Reduced 71.62%
9,723 $638,000
Q4 2023

Jan 30, 2024
SELL
$56.19 - $65.96 $3.49 Million - $4.09 Million
-62,067 Reduced 64.44%
34,255 $2.17 Million
Q3 2023

Nov 07, 2023
BUY
$58.83 - $68.46 $5.17 Million - $6.02 Million
87,930 Added 1047.78%
96,322 $5.68 Million
Q2 2023

Jul 25, 2023
SELL
$64.34 - $69.97 $3.87 Million - $4.21 Million
-60,217 Reduced 87.77%
8,392 $549,000
Q1 2023

Jul 25, 2023
BUY
$63.7 - $72.08 $3.29 Million - $3.73 Million
51,683 Added 305.35%
68,609 $4.64 Million
Q1 2023

Apr 25, 2023
SELL
$63.7 - $72.08 $3 Million - $3.4 Million
-47,145 Reduced 73.58%
16,926 $1.15 Million
Q4 2022

Jan 26, 2023
BUY
$65.75 - $72.67 $2.39 Million - $2.64 Million
36,303 Added 130.74%
64,071 $0
Q3 2022

Oct 24, 2022
BUY
N/A
7,386 Added 36.24%
27,768 $1.82 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-1,620 Reduced 7.36%
20,382 $1.43 Million
Q1 2022

Apr 29, 2022
SELL
N/A
-12,342 Reduced 35.94%
22,002 $1.64 Million
Q4 2021

Jan 31, 2022
BUY
N/A
7,671 Added 28.76%
34,344 $2.46 Million
Q3 2021

Oct 21, 2021
SELL
N/A
-4,632 Reduced 14.8%
26,673 $1.7 Million
Q2 2021

Jul 19, 2021
SELL
N/A
-386 Reduced 1.22%
31,305 $1.98 Million
Q1 2021

Apr 27, 2021
SELL
N/A
-23,908 Reduced 43.0%
31,691 $2.03 Million
Q4 2020

Feb 05, 2021
BUY
N/A
8,540 Added 18.15%
55,599 $3.49 Million
Q3 2020

Nov 03, 2020
SELL
N/A
-265 Reduced 0.56%
47,059 $2.79 Million
Q2 2020

Aug 03, 2020
SELL
N/A
-3,657 Reduced 7.17%
47,324 $2.67 Million
Q1 2020

May 08, 2020
BUY
N/A
20,934 Added 69.67%
50,981 $2.83 Million
Q4 2019

Feb 12, 2020
SELL
N/A
-13,249 Reduced 30.6%
30,047 $1.94 Million
Q3 2019

Nov 01, 2019
BUY
N/A
7,676 Added 21.55%
43,296 $2.8 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-25,859 Reduced 42.06%
35,620 $2.12 Million
Q1 2019

May 02, 2019
BUY
N/A
24,744 Added 67.36%
61,479 $3.58 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-139,006 Reduced 79.1%
36,735 $1.94 Million
Q3 2018

Nov 07, 2018
BUY
N/A
13,212 Added 8.13%
175,741 $9.25 Million
Q2 2018

Aug 07, 2018
BUY
N/A
39,528 Added 32.14%
162,529 $8.45 Million
Q1 2018

May 14, 2018
BUY
N/A
58,045 Added 89.36%
123,001 $6.22 Million
Q4 2017

Feb 09, 2018
BUY
N/A
64,956
64,956 $3.42 Million

Others Institutions Holding XLU

# of Institutions
1,249
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

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