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

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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 4,996 shares of SLYV stock, worth $413,319. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,996

Previous 2,875 73.77%

Holding current value

$413,319

Previous $250,000 56.4%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$77.33 - $90.16 $164,016 - $191,229	2,121 Added 73.77%	4,996 $391,000
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

615

Shares Held

34.8M

Call Options Held

2.8K

Put Options Held

900

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About SPDR S&P 600 SMALL CAP VALUE E

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