Avantax Advisory Services, Inc. Spdr Portfolio Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 119,386 shares of SPYG stock, worth $9.65 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

119,386

Previous 91,764 30.1%

Holding current value

$9.65 Million

Previous $6.71 Million 42.52%

% of portfolio

0.07%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$68.71 - $80.95 $1.9 Million - $2.24 Million	27,622 Added 30.1%	119,386 $9.57 Million
Q1 2024 May 08, 2024	BUY	$63.12 - $73.73 $141,893 - $165,745	2,248 Added 2.51%	91,764 $6.71 Million
Q4 2023 Feb 07, 2024	BUY	$57.02 - $65.3 $52,743 - $60,402	925 Added 1.04%	89,516 $5.82 Million
Q3 2023 Nov 07, 2023	BUY	$58.97 - $62.89 $404,357 - $431,236	6,857 Added 8.39%	88,591 $5.25 Million
Q2 2023 Aug 11, 2023	BUY	$54.76 - $61.01 $247,898 - $276,192	4,527 Added 5.86%	81,734 $4.99 Million
Q1 2023 Apr 28, 2023	BUY	$49.61 - $55.36 $1.05 Million - $1.17 Million	21,168 Added 37.77%	77,207 $4.27 Million
Q4 2022 Feb 13, 2023	SELL	$49.14 - $55.07 $123,783 - $138,721	-2,519 Reduced 4.3%	56,039 $2.84 Million
Q3 2022 Nov 01, 2022	BUY	$50.1 - $61.86 $410,168 - $506,447	8,187 Added 16.25%	58,558 $2.93 Million
Q2 2022 Aug 02, 2022	BUY	$50.47 - $67.39 $1.15 Million - $1.54 Million	22,816 Added 82.8%	50,371 $2.63 Million
Q1 2022 Apr 27, 2022	SELL	$59.17 - $73.03 $288,986 - $356,678	-4,884 Reduced 15.06%	27,555 $1.83 Million
Q4 2021 Jan 24, 2022	BUY	$63.39 - $73.48 $27,701 - $32,110	437 Added 1.37%	32,439 $2.35 Million
Q3 2021 Oct 21, 2021	SELL	$63.23 - $68.45 $63,799 - $69,066	-1,009 Reduced 3.06%	32,002 $2.05 Million
Q2 2021 Jul 29, 2021	BUY	$57.17 - $63.06 $288,365 - $318,074	5,044 Added 18.04%	33,011 $2.08 Million
Q1 2021 May 13, 2021	BUY	$53.23 - $58.3 $15,277 - $16,732	287 Added 1.04%	27,967 $1.58 Million
Q4 2020 Jan 22, 2021	SELL	$48.59 - $55.29 $834,290 - $949,329	-17,170 Reduced 38.28%	27,680 $1.53 Million
Q3 2020 Oct 14, 2020	BUY	$45.36 - $54.05 $859,481 - $1.02 Million	18,948 Added 73.15%	44,850 $2.25 Million
Q2 2020 Aug 06, 2020	BUY	$34.16 - $45.45 $188,084 - $250,247	5,506 Added 27.0%	25,902 $1.16 Million
Q1 2020 Apr 30, 2020	BUY	$31.23 - $45.63 $43,971 - $64,247	1,408 Added 7.42%	20,396 $727,000
Q4 2019 Feb 14, 2020	BUY	$37.77 - $42.13 $1,435 - $1,600	38 Added 0.2%	18,988 $796,000
Q3 2019 Nov 08, 2019	SELL	$38.67 - $39.55 $927,886 - $949,002	-23,995 Reduced 55.87%	18,950 $738,000
Q2 2019 Aug 06, 2019	SELL	N/A	-11,102 Reduced 20.54%	42,945 $1.66 Million
Q1 2019 May 13, 2019	SELL	N/A	-6,052 Reduced 10.07%	54,047 $2.01 Million
Q4 2018 Feb 13, 2019	BUY	N/A	60,099 New	60,099 $1.95 Million

Others Institutions Holding SPYG

# of Institutions

1,082

Shares Held

293M

Call Options Held

461K

Put Options Held

39.8K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Avantax Advisory Services, Inc. Spdr Portfolio Transaction History