Avantax Advisory Services, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 141,576 shares of SPSM stock, worth $5.79 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

141,576

Previous 144,235 1.84%

Holding current value

$5.79 Million

Previous $6.56 Million 3.12%

% of portfolio

0.04%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$44.33 - $49.55 $117,873 - $131,753	-2,659 Reduced 1.84%	141,576 $6.36 Million
Q3 2024 Nov 13, 2024	BUY	$41.02 - $46.01 $46,147 - $51,761	1,125 Added 0.79%	144,235 $6.56 Million
Q2 2024 Aug 09, 2024	SELL	$39.75 - $43.15 $16,933 - $18,381	-426 Reduced 0.3%	143,110 $5.94 Million
Q1 2024 May 08, 2024	BUY	$39.85 - $43.04 $319,796 - $345,396	8,025 Added 5.92%	143,536 $6.18 Million
Q4 2023 Feb 07, 2024	SELL	$34.3 - $42.83 $273,371 - $341,355	-7,970 Reduced 5.55%	135,511 $5.72 Million
Q3 2023 Nov 07, 2023	BUY	$36.35 - $41.02 $737,105 - $831,803	20,278 Added 16.46%	143,481 $5.29 Million
Q2 2023 Aug 11, 2023	BUY	$35.57 - $38.94 $3.93 Million - $4.31 Million	110,599 Added 877.49%	123,203 $4.79 Million
Q1 2023 Apr 28, 2023	BUY	$36.04 - $42.08 $85,522 - $99,855	2,373 Added 23.19%	12,604 $476,000
Q4 2022 Feb 13, 2023	BUY	$34.79 - $39.85 $35,416 - $40,567	1,018 Added 11.05%	10,231 $378,000
Q3 2022 Nov 01, 2022	BUY	$33.99 - $41.52 $101 - $124	3 Added 0.03%	9,213 $314,000
Q2 2022 Aug 02, 2022	BUY	$34.83 - $42.53 $870 - $1,063	25 Added 0.27%	9,210 $331,000
Q1 2022 Apr 27, 2022	BUY	$39.91 - $45.5 $7,503 - $8,554	188 Added 2.09%	9,185 $386,000
Q4 2021 Jan 24, 2022	BUY	$42.23 - $46.94 $253 - $281	6 Added 0.07%	8,997 $402,000
Q3 2021 Oct 21, 2021	BUY	$40.71 - $44.23 $2,239 - $2,432	55 Added 0.62%	8,991 $383,000
Q2 2021 Jul 29, 2021	SELL	$41.43 - $45.3 $4,060 - $4,439	-98 Reduced 1.08%	8,936 $391,000
Q1 2021 May 13, 2021	BUY	$35.43 - $44.75 $15,943 - $20,137	450 Added 5.24%	9,034 $382,000
Q4 2020 Jan 22, 2021	SELL	$27.77 - $35.98 $129,574 - $167,882	-4,666 Reduced 35.22%	8,584 $306,000
Q3 2020 Oct 14, 2020	BUY	$25.57 - $29.57 $116,650 - $134,898	4,562 Added 52.51%	13,250 $362,000
Q2 2020 Aug 06, 2020	BUY	$19.87 - $29.39 $172,630 - $255,340	8,688 New	8,688 $230,000

Others Institutions Holding SPSM

# of Institutions

976

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

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About SPDR PORTFOLIO S&P 600 SMALL C

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Avantax Advisory Services, Inc. Spdr Portfolio S&P 600 Small C Transaction History