Avantax Advisory Services, Inc. Spdr Ser Tr Spdr Portfolio Mor Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 27, 2022	SELL	$23.73 - $25.3 $228,045 - $243,133	-9,610 Closed	0 $0
Q4 2021 Jan 24, 2022	SELL	$25.33 - $25.72 $14,970 - $15,200	-591 Reduced 5.79%	9,610 $244,000
Q3 2021 Oct 21, 2021	SELL	$25.67 - $25.95 $722,174 - $730,051	-28,133 Reduced 73.39%	10,201 $253,000
Q2 2021 Jul 29, 2021	BUY	$25.73 - $26.03 $692,934 - $701,013	26,931 Added 236.17%	38,334 $977,000
Q1 2021 May 13, 2021	SELL	$25.91 - $26.47 $48,166 - $49,207	-1,859 Reduced 14.02%	11,403 $295,000
Q4 2020 Jan 22, 2021	BUY	$26.39 - $26.62 $15,622 - $15,759	592 Added 4.67%	13,262 $348,000
Q3 2020 Oct 14, 2020	BUY	$26.58 - $26.79 $14,618 - $14,734	550 Added 4.54%	12,670 $335,000
Q2 2020 Aug 06, 2020	SELL	$26.53 - $26.95 $310,613 - $315,530	-11,708 Reduced 49.14%	12,120 $322,000
Q1 2020 Apr 30, 2020	BUY	$23.3 - $26.73 $26,841 - $30,792	1,152 Added 5.08%	23,828 $635,000
Q4 2019 Feb 14, 2020	BUY	$26.07 - $26.31 $314,169 - $317,061	12,051 Added 113.42%	22,676 $593,000
Q3 2019 Nov 08, 2019	SELL	$26.12 - $26.31 $16,063 - $16,180	-615 Reduced 5.47%	10,625 $279,000
Q2 2019 Aug 06, 2019	BUY	N/A	11,240 New	11,240 $294,000

Others Institutions Holding SPMB

# of Institutions

222

Shares Held

245M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

176M
Shares

$3.82 Billion
8.15% of portfolio
Lpl Financial LLC Fort Mill, SC

12.1M
Shares

$262 Million
0.12% of portfolio
Townsquare Capital LLC

5.27M
Shares

$114 Million
1.46% of portfolio
State Street Corp Boston, MA

5.05M
Shares

$109 Million
0.0% of portfolio
Confluence Investment Management LLC

3.93M
Shares

$85.1 Million
1.22% of portfolio

About SPDR SER TR SPDR PORTFOLIO MOR

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