Avantax Advisory Services, Inc. Spdr S&P Bank ETF Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 9,601 shares of KBE stock, worth $542,264. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,601

Previous 9,688 0.9%

Holding current value

$542,264

Previous $513,000 4.29%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$45.85 - $55.78 $3,988 - $4,852	-87 Reduced 0.9%	9,601 $535,000
Q1 2025 May 06, 2025	BUY	$51.28 - $59.92 $48,305 - $56,444	942 Added 10.77%	9,688 $513,000
Q4 2024 Feb 07, 2025	BUY	$51.33 - $62.76 $12,113 - $14,811	236 Added 2.77%	8,746 $485,000
Q3 2024 Nov 13, 2024	BUY	$45.47 - $54.71 $3,091 - $3,720	68 Added 0.81%	8,510 $450,000
Q2 2024 Aug 09, 2024	SELL	$43.05 - $47.93 $31,641 - $35,228	-735 Reduced 8.01%	8,442 $391,000
Q1 2024 May 08, 2024	SELL	$42.85 - $47.1 $124,479 - $136,825	-2,905 Reduced 24.04%	9,177 $432,000
Q4 2023 Feb 07, 2024	SELL	$34.5 - $47.03 $34,707 - $47,312	-1,006 Reduced 7.69%	12,082 $556,000
Q3 2023 Nov 07, 2023	SELL	$35.66 - $42.33 $64,722 - $76,828	-1,815 Reduced 12.18%	13,088 $482,000
Q2 2023 Aug 11, 2023	BUY	$31.9 - $38.23 $11,515 - $13,801	361 Added 2.48%	14,903 $536,000
Q1 2023 Apr 28, 2023	BUY	$35.12 - $50.43 $4,038 - $5,799	115 Added 0.8%	14,542 $539,000
Q4 2022 Feb 13, 2023	BUY	$43.77 - $49.99 $41,143 - $46,990	940 Added 6.97%	14,427 $651,000
Q3 2022 Nov 01, 2022	BUY	$43.11 - $52.32 $12,286 - $14,911	285 Added 2.16%	13,487 $597,000
Q2 2022 Aug 02, 2022	BUY	$42.82 - $51.88 $180,828 - $219,089	4,223 Added 47.03%	13,202 $579,000
Q1 2022 Apr 27, 2022	BUY	$51.35 - $60.41 $201,754 - $237,350	3,929 Added 77.8%	8,979 $473,000
Q4 2021 Jan 24, 2022	BUY	$51.57 - $57.89 $260,428 - $292,344	5,050 New	5,050 $276,000
Q4 2020 Jan 22, 2021	SELL	$29.74 - $41.82 $326,396 - $458,974	-10,975 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$28.21 - $33.84 $309,604 - $371,394	10,975 New	10,975 $324,000
Q2 2019 Aug 06, 2019	SELL	N/A	-40,742 Closed	0 $0
Q1 2019 May 13, 2019	BUY	N/A	3,830 Added 10.38%	40,742 $1.7 Million
Q4 2018 Feb 13, 2019	BUY	N/A	36,912 New	36,912 $1.38 Million

Others Institutions Holding KBE

# of Institutions

304

Shares Held

19.3M

Call Options Held

4.47M

Put Options Held

2.93M

View Full List

About SPDR S&P BANK ETF

Ticker KBE
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Spdr S&P Bank ETF Transaction History