Avantax Advisory Services, Inc. Spdr Portfolio Short Term Trea Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 140,358 shares of SPTS stock, worth $4.09 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

140,358

Previous 158,840 11.64%

Holding current value

$4.09 Million

Previous $4.67 Million 12.85%

% of portfolio

0.03%

Previous 0.03%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$28.88 - $29.33 $533,760 - $542,077	-18,482 Reduced 11.64%	140,358 $4.07 Million
Q3 2024 Nov 13, 2024	SELL	$28.75 - $29.46 $473,110 - $484,793	-16,456 Reduced 9.39%	158,840 $4.67 Million
Q2 2024 Aug 09, 2024	BUY	$28.65 - $28.88 $735,646 - $741,551	25,677 Added 17.16%	175,296 $5.06 Million
Q1 2024 May 08, 2024	SELL	$28.84 - $29.16 $451,057 - $456,062	-15,640 Reduced 9.46%	149,619 $4.33 Million
Q4 2023 Feb 07, 2024	BUY	$28.59 - $29.06 $16,925 - $17,203	592 Added 0.36%	165,259 $4.8 Million
Q3 2023 Nov 07, 2023	SELL	$28.66 - $28.88 $214,147 - $215,791	-7,472 Reduced 4.34%	164,667 $4.73 Million
Q2 2023 Aug 11, 2023	BUY	$28.78 - $29.3 $211,446 - $215,267	7,347 Added 4.46%	172,139 $4.96 Million
Q1 2023 Apr 28, 2023	BUY	$28.64 - $29.36 $3.61 Million - $3.7 Million	126,105 Added 325.96%	164,792 $4.82 Million
Q4 2022 Feb 13, 2023	SELL	$28.7 - $29.07 $2.2 Million - $2.23 Million	-76,729 Reduced 66.48%	38,687 $1.12 Million
Q3 2022 Nov 01, 2022	BUY	$28.84 - $29.57 $168,425 - $172,688	5,840 Added 5.33%	115,416 $3.34 Million
Q2 2022 Aug 02, 2022	SELL	$29.16 - $29.7 $18,954 - $19,305	-650 Reduced 0.59%	109,576 $3.23 Million
Q1 2022 Apr 27, 2022	SELL	$29.62 - $30.41 $1.4 Million - $1.43 Million	-47,160 Reduced 29.96%	110,226 $3.27 Million
Q4 2021 Jan 24, 2022	BUY	$30.42 - $30.64 $393,026 - $395,868	12,920 Added 8.94%	157,386 $4.79 Million
Q3 2021 Oct 21, 2021	SELL	$30.62 - $30.7 $2.21 Million - $2.21 Million	-72,114 Reduced 33.3%	144,466 $4.44 Million
Q2 2021 Jul 29, 2021	BUY	$30.62 - $30.7 $3.17 Million - $3.17 Million	103,373 Added 91.31%	216,580 $6.64 Million
Q1 2021 May 13, 2021	BUY	$30.64 - $30.7 $634,707 - $635,950	20,715 Added 22.4%	113,207 $3.47 Million
Q4 2020 Jan 22, 2021	SELL	$30.65 - $30.71 $1.83 Million - $1.84 Million	-59,789 Reduced 39.26%	92,492 $2.84 Million
Q3 2020 Oct 14, 2020	BUY	$30.69 - $30.73 $2.16 Million - $2.17 Million	70,536 Added 86.29%	152,281 $4.67 Million
Q2 2020 Aug 06, 2020	BUY	$30.66 - $30.74 $170,653 - $171,098	5,566 Added 7.31%	81,745 $2.51 Million
Q1 2020 Apr 30, 2020	BUY	$29.96 - $30.72 $342,203 - $350,883	11,422 Added 17.64%	76,179 $2.34 Million
Q4 2019 Feb 14, 2020	BUY	$29.91 - $30.1 $1.94 Million - $1.95 Million	64,757 New	64,757 $1.93 Million

Others Institutions Holding SPTS

# of Institutions

421

Shares Held

175M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM TREA

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Avantax Advisory Services, Inc. Spdr Portfolio Short Term Trea Transaction History