Avantax Advisory Services, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 337,419 shares of SPYV stock, worth $17.5 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

337,419

Previous 307,612 9.69%

Holding current value

$17.5 Million

Previous $15 Million 18.96%

% of portfolio

0.12%

Previous 0.11%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$48.51 - $52.86 $1.45 Million - $1.58 Million	29,807 Added 9.69%	337,419 $17.8 Million
Q2 2024 Aug 09, 2024	BUY	$47.37 - $50.09 $1.14 Million - $1.21 Million	24,163 Added 8.52%	307,612 $15 Million
Q1 2024 May 08, 2024	BUY	$45.88 - $50.1 $767,939 - $838,573	16,738 Added 6.28%	283,449 $14.2 Million
Q4 2023 Feb 07, 2024	BUY	$39.63 - $46.73 $924,013 - $1.09 Million	23,316 Added 9.58%	266,711 $12.4 Million
Q3 2023 Nov 07, 2023	BUY	$41.15 - $44.69 $1.22 Million - $1.32 Million	29,590 Added 13.84%	243,395 $10 Million
Q2 2023 Aug 11, 2023	BUY	$40.17 - $43.27 $1.08 Million - $1.16 Million	26,886 Added 14.38%	213,805 $9.24 Million
Q1 2023 Apr 28, 2023	BUY	$38.68 - $42.77 $114,763 - $126,898	2,967 Added 1.61%	186,919 $7.61 Million
Q4 2022 Feb 13, 2023	BUY	$34.79 - $40.71 $1.15 Million - $1.34 Million	32,975 Added 21.84%	183,952 $7.15 Million
Q3 2022 Nov 01, 2022	BUY	$34.49 - $40.43 $1.09 Million - $1.28 Million	31,684 Added 26.56%	150,977 $5.21 Million
Q2 2022 Aug 02, 2022	BUY	$35.93 - $42.52 $1.35 Million - $1.6 Million	37,581 Added 45.99%	119,293 $4.39 Million
Q1 2022 Apr 27, 2022	BUY	$39.54 - $42.64 $1.01 Million - $1.09 Million	25,567 Added 45.54%	81,712 $3.41 Million
Q4 2021 Jan 24, 2022	BUY	$39.14 - $42.04 $314,411 - $337,707	8,033 Added 16.7%	56,145 $2.36 Million
Q3 2021 Oct 21, 2021	BUY	$38.51 - $40.73 $600,486 - $635,102	15,593 Added 47.95%	48,112 $1.88 Million
Q2 2021 Jul 29, 2021	BUY	$38.15 - $40.6 $1.01 Million - $1.08 Million	26,545 Added 444.34%	32,519 $1.29 Million
Q1 2021 May 13, 2021	BUY	$33.86 - $38.29 $202,279 - $228,744	5,974 New	5,974 $226,000
Q4 2020 Jan 22, 2021	SELL	$29.5 - $34.42 $228,625 - $266,755	-7,750 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$28.64 - $31.68 $221,960 - $245,520	7,750 New	7,750 $234,000

Others Institutions Holding SPYV

# of Institutions

1,012

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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 S&P 500 Value E Transaction History