United Asset Strategies, Inc. Spdr Ser Tr Spdr S&P Metals & Transaction History

United Asset Strategies, Inc.

$1.08 Billion
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	BUY	$48.56 - $61.4 $693,145 - $876,423	14,274 New	14,274 $854,000
Q4 2022 Jan 26, 2023	BUY	$44.17 - $54.79 $769,927 - $955,044	17,431 New	17,431 $0
Q2 2022 Aug 15, 2022	SELL	$43.4 - $65.85 $1.17 Million - $1.78 Million	-27,047 Reduced 67.75%	12,874 $559,000
Q1 2022 Apr 29, 2022	BUY	$41.02 - $63.33 $800,669 - $1.24 Million	19,519 Added 95.67%	39,921 $2.45 Million
Q4 2021 Jan 31, 2022	SELL	$40.28 - $47.31 $919,672 - $1.08 Million	-22,832 Reduced 52.81%	20,402 $914,000
Q3 2021 Oct 21, 2021	BUY	$39.41 - $46.28 $501,768 - $589,236	12,732 Added 41.74%	43,234 $1.81 Million
Q2 2021 Jul 19, 2021	SELL	$39.17 - $47.76 $8.75 Million - $10.7 Million	-223,284 Reduced 87.98%	30,502 $1.31 Million
Q1 2021 Apr 27, 2021	BUY	$32.35 - $41.56 $8.21 Million - $10.5 Million	253,786 New	253,786 $10.1 Million
Q3 2018 Nov 07, 2018	SELL	N/A	-123,010 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	N/A	15,267 Added 14.17%	123,010 $4.36 Million
Q1 2018 May 14, 2018	BUY	N/A	85,895 Added 393.15%	107,743 $3.67 Million
Q4 2017 Feb 09, 2018	BUY	N/A	21,848	21,848 $795,000

Others Institutions Holding XME

# of Institutions

325

Shares Held

22.9M

Call Options Held

10.1M

Put Options Held

13.1M

Morgan Stanley New York, NY

2.38M
Shares

$145 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.23M
Shares

$135 Million
0.02% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.1M
Shares

$127 Million
1.18% of portfolio
Bank Of America Corp Charlotte, NC

1.98M
Shares

$120 Million
0.01% of portfolio
Barclays PLC London, X0

1.21M
Shares

$73.6 Million
0.02% of portfolio

About SPDR SER TR SPDR S&P METALS &

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