Avantax Advisory Services, Inc. Spdr S&P 600 Small Cap Value E Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 2,875 shares of SLYV stock, worth $228,735. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,875

Previous 2,412 19.2%

Holding current value

$228,735

Previous $209,000 19.62%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$84.34 - $95.14 $39,049 - $44,049	463 Added 19.2%	2,875 $250,000
Q3 2024 Nov 13, 2024	BUY	$77.23 - $87.97 $186,278 - $212,183	2,412 New	2,412 $209,000
Q1 2024 May 08, 2024	BUY	$77.43 - $82.98 $6,504 - $6,970	84 Added 2.91%	2,973 $246,000
Q4 2023 Feb 07, 2024	SELL	$66.67 - $84.55 $209,610 - $265,825	-3,144 Reduced 52.11%	2,889 $240,000
Q3 2023 Nov 07, 2023	BUY	$71.19 - $81.84 $24,133 - $27,743	339 Added 5.95%	6,033 $436,000
Q2 2023 Aug 11, 2023	BUY	$71.23 - $78.02 $39,318 - $43,067	552 Added 10.74%	5,694 $439,000
Q1 2023 Apr 28, 2023	BUY	$72.3 - $86.64 $13,303 - $15,941	184 Added 3.71%	5,142 $391,000
Q4 2022 Feb 13, 2023	BUY	$68.86 - $79.8 $3,029 - $3,511	44 Added 0.9%	4,958 $367,000
Q3 2022 Nov 01, 2022	BUY	$67.14 - $82.32 $14,032 - $17,204	209 Added 4.44%	4,914 $330,000
Q2 2022 Aug 02, 2022	BUY	$70.38 - $84.1 $109,863 - $131,280	1,561 Added 49.65%	4,705 $341,000
Q1 2022 Apr 27, 2022	BUY	$78.85 - $87.08 $247,904 - $273,779	3,144 New	3,144 $262,000
Q1 2020 Apr 30, 2020	SELL	$35.74 - $66.24 $220,623 - $408,899	-6,173 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$58.81 - $66.14 $28,522 - $32,077	485 Added 8.53%	6,173 $406,000
Q3 2019 Nov 08, 2019	BUY	$60.53 - $63.24 $48,726 - $50,908	805 Added 16.49%	5,688 $349,000
Q2 2019 Aug 06, 2019	SELL	N/A	-2,908 Reduced 37.33%	4,883 $296,000
Q1 2019 May 13, 2019	BUY	N/A	3,022 Added 63.37%	7,791 $470,000
Q4 2018 Feb 13, 2019	BUY	N/A	4,769 New	4,769 $256,000

Others Institutions Holding SLYV

# of Institutions

632

Shares Held

31.6M

Call Options Held

6.4K

Put Options Held

600

View Full List

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
Sector ETFs
Industry ETFs

More about SLYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Spdr S&P 600 Small Cap Value E Transaction History