Avantax Advisory Services, Inc. Spdr Portfolio S&P 500 High Di 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 500 High Di stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 24,757 shares of SPYD stock, worth $1.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

24,757

Previous 24,854 0.39%

Holding current value

$1.09 Million

Previous $1.13 Million 5.64%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$43.02 - $47.32 $4,172 - $4,590	-97 Reduced 0.39%	24,757 $1.07 Million
Q3 2024 Nov 13, 2024	SELL	$39.95 - $45.86 $69,193 - $79,429	-1,732 Reduced 6.51%	24,854 $1.13 Million
Q2 2024 Aug 09, 2024	SELL	$38.1 - $41.42 $7,658 - $8,325	-201 Reduced 0.75%	26,586 $1.07 Million
Q1 2024 May 08, 2024	BUY	$37.72 - $40.71 $21,915 - $23,652	581 Added 2.22%	26,787 $1.09 Million
Q4 2023 Feb 07, 2024	SELL	$33.0 - $39.88 $217,602 - $262,968	-6,594 Reduced 20.1%	26,206 $1.03 Million
Q3 2023 Nov 07, 2023	BUY	$34.75 - $38.84 $117,072 - $130,851	3,369 Added 11.45%	32,800 $1.15 Million
Q2 2023 Aug 11, 2023	BUY	$35.13 - $38.46 $41,910 - $45,882	1,193 Added 4.22%	29,431 $1.09 Million
Q1 2023 Apr 28, 2023	SELL	$35.58 - $43.09 $56,928 - $68,944	-1,600 Reduced 5.36%	28,238 $1.07 Million
Q4 2022 Feb 13, 2023	BUY	$35.5 - $41.73 $11,324 - $13,311	319 Added 1.08%	29,838 $1.18 Million
Q3 2022 Nov 01, 2022	SELL	$35.47 - $43.38 $6,632 - $8,112	-187 Reduced 0.63%	29,519 $1.05 Million
Q2 2022 Aug 02, 2022	BUY	$38.63 - $45.45 $758,924 - $892,910	19,646 Added 195.29%	29,706 $1.19 Million
Q1 2022 Apr 27, 2022	BUY	$41.75 - $44.47 $22,085 - $23,524	529 Added 5.55%	10,060 $442,000
Q4 2021 Jan 24, 2022	SELL	$38.92 - $42.05 $144,938 - $156,594	-3,724 Reduced 28.1%	9,531 $401,000
Q3 2021 Oct 21, 2021	BUY	$38.21 - $40.67 $75,120 - $79,957	1,966 Added 17.42%	13,255 $522,000
Q2 2021 Jul 29, 2021	BUY	$38.86 - $42.51 $131,346 - $143,683	3,380 Added 42.74%	11,289 $452,000
Q1 2021 May 13, 2021	BUY	$32.4 - $39.92 $256,251 - $315,727	7,909 New	7,909 $305,000
Q4 2020 Jan 22, 2021	SELL	$27.0 - $34.09 $337,986 - $426,738	-12,518 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$26.58 - $29.31 $332,728 - $366,902	12,518 New	12,518 $343,000
Q1 2020 Apr 30, 2020	SELL	$21.02 - $39.9 $180,772 - $343,140	-8,600 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$36.46 - $39.61 $313,556 - $340,646	8,600 New	8,600 $338,000

Others Institutions Holding SPYD

# of Institutions

500

Shares Held

51.4M

Call Options Held

88.3K

Put Options Held

33.1K

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About SPDR PORTFOLIO S&P 500 HIGH DI

Ticker SPYD
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Avantax Advisory Services, Inc. Spdr Portfolio S&P 500 High Di Transaction History