Avantax Advisory Services, Inc. Spdr Portfolio Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 22,497 shares of SPMD stock, worth $1.19 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,497

Previous 25,279 11.01%

Holding current value

$1.19 Million

Previous $1.38 Million 16.71%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$50.21 - $57.73 $139,684 - $160,604	-2,782 Reduced 11.01%	22,497 $1.15 Million
Q4 2024 Feb 07, 2025	SELL	$54.13 - $59.56 $44,711 - $49,196	-826 Reduced 3.16%	25,279 $1.38 Million
Q3 2024 Nov 13, 2024	BUY	$50.29 - $54.92 $87,253 - $95,286	1,735 Added 7.12%	26,105 $1.43 Million
Q2 2024 Aug 09, 2024	SELL	$49.54 - $53.39 $15,605 - $16,817	-315 Reduced 1.28%	24,370 $1.25 Million
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	$39.32 - $45.21 $9,318 - $10,714	-237 Reduced 4.43%	5,114 $217,000
Q3 2022 Nov 01, 2022	BUY	$38.55 - $46.17 $206,281 - $247,055	5,351 New	5,351 $206,000
Q2 2022 Aug 02, 2022	SELL	$38.67 - $47.45 $187,742 - $230,369	-4,855 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$44.15 - $50.14 $485 - $551	-11 Reduced 0.23%	4,855 $229,000
Q4 2021 Jan 24, 2022	BUY	$46.63 - $50.95 $233 - $254	5 Added 0.1%	4,866 $242,000
Q3 2021 Oct 21, 2021	BUY	$45.05 - $48.67 $218,988 - $236,584	4,861 New	4,861 $224,000

Others Institutions Holding SPMD

# of Institutions

734

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

View Full List

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Avantax Advisory Services, Inc. Spdr Portfolio Transaction History