Avantax Advisory Services, Inc. Spdr S&P 500 ETF Trust Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 433,504 shares of SPY stock, worth $292 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

433,504

Previous 411,385 5.38%

Holding current value

$292 Million

Previous $230 Million 16.39%

% of portfolio

1.52%

Previous 1.43%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$496.48 - $617.85 $11 Million - $13.7 Million	22,119 Added 5.38%	433,504 $268 Million
Q1 2025 May 06, 2025	BUY	$551.42 - $612.93 $20.6 Million - $22.8 Million	37,274 Added 9.96%	411,385 $230 Million
Q4 2024 Feb 07, 2025	BUY	$567.81 - $607.81 $5.61 Million - $6 Million	9,878 Added 2.71%	374,111 $219 Million
Q3 2024 Nov 13, 2024	BUY	$517.38 - $573.86 $935,423 - $1.04 Million	1,808 Added 0.5%	364,233 $209 Million
Q2 2024 Aug 09, 2024	BUY	$495.16 - $548.49 $17.5 Million - $19.4 Million	35,367 Added 10.81%	362,425 $197 Million
Q1 2024 May 08, 2024	BUY	$467.28 - $523.17 $14.8 Million - $16.5 Million	31,572 Added 10.68%	327,058 $171 Million
Q4 2023 Feb 07, 2024	BUY	$410.68 - $476.69 $18.2 Million - $21.1 Million	44,329 Added 17.65%	295,486 $140 Million
Q3 2023 Nov 07, 2023	BUY	$425.88 - $457.79 $10.5 Million - $11.3 Million	24,614 Added 10.87%	251,157 $107 Million
Q2 2023 Aug 11, 2023	BUY	$404.36 - $443.28 $30.4 Million - $33.3 Million	75,057 Added 49.55%	226,543 $100 Million
Q1 2023 Apr 28, 2023	BUY	$379.5 - $416.78 $3.57 Million - $3.92 Million	9,410 Added 6.62%	151,486 $62 Million
Q4 2022 Feb 13, 2023	BUY	$357.63 - $407.42 $253,559 - $288,860	709 Added 0.5%	142,076 $54.3 Million
Q3 2022 Nov 01, 2022	BUY	$357.18 - $429.7 $3.64 Million - $4.37 Million	10,177 Added 7.76%	141,367 $50.5 Million
Q2 2022 Aug 02, 2022	BUY	$365.86 - $456.8 $2.55 Million - $3.19 Million	6,981 Added 5.62%	131,190 $49.5 Million
Q1 2022 Apr 27, 2022	BUY	$416.25 - $477.71 $3.66 Million - $4.2 Million	8,792 Added 7.62%	124,209 $56.1 Million
Q4 2021 Jan 24, 2022	BUY	$428.64 - $477.48 $3.18 Million - $3.54 Million	7,417 Added 6.87%	115,417 $54.8 Million
Q3 2021 Oct 21, 2021	BUY	$424.97 - $453.19 $2.58 Million - $2.75 Million	6,061 Added 5.95%	108,000 $46.3 Million
Q2 2021 Jul 29, 2021	BUY	$400.61 - $428.06 $3.6 Million - $3.85 Million	8,990 Added 9.67%	101,939 $43.7 Million
Q1 2021 May 13, 2021	SELL	$368.79 - $397.26 $1.32 Million - $1.42 Million	-3,571 Reduced 3.7%	92,949 $36.9 Million
Q4 2020 Jan 22, 2021	SELL	$326.54 - $373.88 $34.9 Million - $40 Million	-106,939 Reduced 52.56%	96,520 $36.1 Million
Q3 2020 Oct 14, 2020	BUY	$310.52 - $357.7 $32 Million - $36.9 Million	103,090 Added 102.71%	203,459 $68.1 Million
Q2 2020 Aug 06, 2020	SELL	$246.15 - $323.2 $4.44 Million - $5.84 Million	-18,058 Reduced 15.25%	100,369 $31 Million
Q1 2020 Apr 30, 2020	BUY	$222.95 - $338.34 $6.78 Million - $10.3 Million	30,413 Added 34.55%	118,427 $30.5 Million
Q4 2019 Feb 14, 2020	BUY	$288.06 - $322.94 $16.4 Million - $18.4 Million	56,851 Added 182.43%	88,014 $28.3 Million
Q3 2019 Nov 08, 2019	BUY	$283.82 - $302.01 $713,239 - $758,951	2,513 Added 8.77%	31,163 $9.25 Million
Q2 2019 Aug 06, 2019	BUY	$274.57 - $295.86 $622,999 - $671,306	2,269 Added 8.6%	28,650 $8.39 Million
Q1 2019 May 13, 2019	BUY	$244.21 - $284.73 $655,459 - $764,215	2,684 Added 11.33%	26,381 $7.45 Million
Q4 2018 Feb 13, 2019	BUY	$234.34 - $291.73 $5.55 Million - $6.91 Million	23,697 New	23,697 $5.96 Million

Others Institutions Holding SPY

# of Institutions

5,193

Shares Held

643M

Call Options Held

380M

Put Options Held

724M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Spdr S&P 500 ETF Trust Transaction History