Avantax Advisory Services, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 100,578 shares of SDY stock, worth $14.1 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

100,578

Previous 101,356 0.77%

Holding current value

$14.1 Million

Previous $13.8 Million 0.73%

% of portfolio

0.08%

Previous 0.09%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$121.58 - $136.74 $94,589 - $106,383	-778 Reduced 0.77%	100,578 $13.7 Million
Q1 2025 May 06, 2025	SELL	$128.74 - $138.67 $1.13 Million - $1.21 Million	-8,746 Reduced 7.94%	101,356 $13.8 Million
Q4 2024 Feb 07, 2025	BUY	$131.66 - $144.0 $175,766 - $192,240	1,335 Added 1.23%	110,102 $14.5 Million
Q3 2024 Nov 13, 2024	BUY	$125.95 - $142.04 $83,001 - $93,604	659 Added 0.61%	108,767 $15.4 Million
Q2 2024 Aug 09, 2024	BUY	$124.6 - $132.46 $203,845 - $216,704	1,636 Added 1.54%	108,108 $13.7 Million
Q1 2024 May 08, 2024	SELL	$122.28 - $131.24 $288,703 - $309,857	-2,361 Reduced 2.17%	106,472 $14 Million
Q4 2023 Feb 07, 2024	SELL	$110.2 - $125.58 $76,038 - $86,650	-690 Reduced 0.63%	108,833 $13.6 Million
Q3 2023 Nov 07, 2023	BUY	$115.01 - $127.58 $2.42 Million - $2.69 Million	21,073 Added 23.82%	109,523 $12.6 Million
Q2 2023 Aug 11, 2023	SELL	$117.3 - $124.97 $60,761 - $64,734	-518 Reduced 0.58%	88,450 $10.8 Million
Q1 2023 Apr 28, 2023	BUY	$117.74 - $132.18 $340,386 - $382,132	2,891 Added 3.36%	88,968 $11 Million
Q4 2022 Feb 13, 2023	BUY	$112.65 - $131.57 $948,287 - $1.11 Million	8,418 Added 10.84%	86,077 $10.8 Million
Q3 2022 Nov 01, 2022	BUY	$111.5 - $132.34 $3.27 Million - $3.88 Million	29,313 Added 60.63%	77,659 $8.66 Million
Q2 2022 Aug 02, 2022	SELL	$114.07 - $132.3 $178,975 - $207,578	-1,569 Reduced 3.14%	48,346 $5.74 Million
Q1 2022 Apr 27, 2022	BUY	$121.65 - $130.75 $121,650 - $130,750	1,000 Added 2.04%	49,915 $6.4 Million
Q4 2021 Jan 24, 2022	BUY	$118.81 - $129.12 $179,403 - $194,971	1,510 Added 3.19%	48,915 $6.32 Million
Q3 2021 Oct 21, 2021	BUY	$117.12 - $125.76 $186,337 - $200,084	1,591 Added 3.47%	47,405 $5.58 Million
Q2 2021 Jul 29, 2021	SELL	$118.74 - $127.47 $133,107 - $142,893	-1,121 Reduced 2.39%	45,814 $5.6 Million
Q1 2021 May 13, 2021	BUY	$104.47 - $119.79 $264,100 - $302,829	2,528 Added 5.69%	46,935 $5.54 Million
Q4 2020 Jan 22, 2021	SELL	$91.76 - $107.36 $6.46 Million - $7.56 Million	-70,422 Reduced 61.33%	44,407 $4.71 Million
Q3 2020 Oct 14, 2020	BUY	$88.24 - $98.33 $6.59 Million - $7.34 Million	74,658 Added 185.85%	114,829 $10.6 Million
Q2 2020 Aug 06, 2020	SELL	$76.15 - $100.68 $3.94 Million - $5.21 Million	-51,771 Reduced 56.31%	40,171 $3.67 Million
Q1 2020 Apr 30, 2020	BUY	$68.26 - $108.76 $3.42 Million - $5.45 Million	50,114 Added 119.81%	91,942 $7.34 Million
Q4 2019 Feb 14, 2020	BUY	$98.73 - $107.77 $1.17 Million - $1.28 Million	11,885 Added 39.69%	41,828 $4.5 Million
Q3 2019 Nov 08, 2019	BUY	$101.59 - $103.8 $277,442 - $283,477	2,731 Added 10.04%	29,943 $3.08 Million
Q2 2019 Aug 06, 2019	BUY	N/A	8,653 Added 46.62%	27,212 $2.75 Million
Q1 2019 May 13, 2019	BUY	N/A	4,191 Added 29.17%	18,559 $1.85 Million
Q4 2018 Feb 13, 2019	BUY	N/A	14,368 New	14,368 $1.28 Million

Others Institutions Holding SDY

# of Institutions

1,339

Shares Held

71M

Call Options Held

77.7K

Put Options Held

26.9K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Avantax Advisory Services, Inc. Spdr Series Tr Spdr S&P Divide Transaction History