Avantax Advisory Services, Inc. Spdr Portfolio Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 125,512 shares of SPYG stock, worth $13.3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

125,512

Previous 123,278 1.81%

Holding current value

$13.3 Million

Previous $9.91 Million 20.75%

% of portfolio

0.07%

Previous 0.06%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$71.83 - $95.32 $160,468 - $212,944	2,234 Added 1.81%	125,512 $12 Million
Q1 2025 May 06, 2025	BUY	$80.05 - $92.39 $141,688 - $163,530	1,770 Added 1.46%	123,278 $9.91 Million
Q4 2024 Feb 07, 2025	BUY	$81.74 - $91.38 $964,205 - $1.08 Million	11,796 Added 10.75%	121,508 $10.7 Million
Q3 2024 Nov 13, 2024	SELL	$73.38 - $84.1 $709,878 - $813,583	-9,674 Reduced 8.1%	109,712 $9.1 Million
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

1,318

Shares Held

318M

Call Options Held

342K

Put Options Held

147K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Spdr Portfolio Transaction History