Avantax Advisory Services, Inc. Spdr Portfolio Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 24,685 shares of SPMD stock, worth $1.25 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

24,685

Previous 24,719 0.14%

Holding current value

$1.25 Million

Previous $1.2 Million 9.3%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$47.16 - $53.34 $1,603 - $1,813	-34 Reduced 0.14%	24,685 $1.32 Million
Q4 2023 Feb 07, 2024	SELL	$40.76 - $49.2 $6,603 - $7,970	-162 Reduced 0.65%	24,719 $1.2 Million
Q3 2023 Nov 07, 2023	BUY	$43.23 - $47.8 $304,598 - $336,798	7,046 Added 39.51%	24,881 $1.09 Million
Q2 2023 Aug 11, 2023	BUY	$42.21 - $45.89 $552,191 - $600,332	13,082 Added 275.24%	17,835 $818,000
Q1 2023 Apr 28, 2023	SELL	$41.67 - $47.74 $15,042 - $17,234	-361 Reduced 7.06%	4,753 $208,000

Q4 2022 Feb 13, 2023	SELL	$41.68 - $45.21 $9,878 - $10,714	-237 Reduced 4.43%	5,114 $217,000
Q3 2022 Nov 01, 2022	BUY	N/A	5,351 New	5,351 $206,000
Q2 2022 Aug 02, 2022	SELL	N/A	-4,855 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	N/A	-11 Reduced 0.23%	4,855 $229,000
Q4 2021 Jan 24, 2022	BUY	N/A	5 Added 0.1%	4,866 $242,000
Q3 2021 Oct 21, 2021	BUY	N/A	4,861 New	4,861 $224,000

Others Institutions Holding SPMD

# of Institutions

589

Shares Held

169M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Spdr Portfolio Transaction History