Avantax Advisory Services, Inc. Spdr S&P Aerospace & Defense E Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 3,036 shares of XAR stock, worth $580,726. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,036

Previous 2,981 1.85%

Holding current value

$580,726

Previous $494,000 1.42%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$157.71 - $180.77 $8,674 - $9,942	55 Added 1.85%	3,036 $487,000
Q4 2024 Feb 07, 2025	SELL	$153.8 - $176.52 $674,874 - $774,569	-4,388 Reduced 59.55%	2,981 $494,000
Q3 2024 Nov 13, 2024	SELL	$139.03 - $157.34 $100,935 - $114,228	-726 Reduced 8.97%	7,369 $1.16 Million
Q2 2024 Aug 09, 2024	SELL	$132.1 - $144.92 $597,092 - $655,038	-4,520 Reduced 35.83%	8,095 $1.13 Million
Q1 2024 May 08, 2024	SELL	$127.46 - $141.87 $117,518 - $130,804	-922 Reduced 6.81%	12,615 $1.77 Million
Q4 2023 Feb 07, 2024	BUY	$109.6 - $136.33 $1.26 Million - $1.57 Million	11,483 Added 559.06%	13,537 $1.83 Million
Q3 2023 Nov 07, 2023	SELL	$110.08 - $125.09 $947,568 - $1.08 Million	-8,608 Reduced 80.74%	2,054 $230,000
Q2 2023 Aug 11, 2023	BUY	$110.78 - $122.64 $680,189 - $753,009	6,140 Added 135.78%	10,662 $1.3 Million
Q1 2023 Apr 28, 2023	SELL	$109.92 - $121.62 $5,935 - $6,567	-54 Reduced 1.18%	4,522 $528,000
Q4 2022 Feb 13, 2023	BUY	$93.31 - $113.09 $93 - $113	1 Added 0.02%	4,576 $503,000
Q3 2022 Nov 01, 2022	BUY	$91.68 - $115.5 $16,044 - $20,212	175 Added 3.98%	4,575 $419,000
Q2 2022 Aug 02, 2022	BUY	$96.26 - $126.23 $37,541 - $49,229	390 Added 9.73%	4,400 $443,000
Q1 2022 Apr 27, 2022	BUY	$107.27 - $126.95 $45,375 - $53,699	423 Added 11.79%	4,010 $498,000
Q4 2021 Jan 24, 2022	SELL	$109.09 - $125.62 $545 - $628	-5 Reduced 0.14%	3,587 $418,000
Q3 2021 Oct 21, 2021	SELL	$115.91 - $132.64 $44,277 - $50,668	-382 Reduced 9.61%	3,592 $428,000
Q2 2021 Jul 29, 2021	BUY	$120.39 - $136.44 $47,313 - $53,620	393 Added 10.97%	3,974 $527,000
Q1 2021 May 13, 2021	SELL	$110.11 - $128.22 $13,653 - $15,899	-124 Reduced 3.35%	3,581 $451,000
Q4 2020 Jan 22, 2021	SELL	$84.3 - $116.2 $257,115 - $354,410	-3,050 Reduced 45.15%	3,705 $422,000
Q3 2020 Oct 14, 2020	BUY	$82.25 - $93.63 $268,299 - $305,421	3,262 Added 93.39%	6,755 $585,000
Q2 2020 Aug 06, 2020	SELL	$71.14 - $101.05 $235,188 - $334,071	-3,306 Reduced 48.62%	3,493 $305,000
Q1 2020 Apr 30, 2020	BUY	$63.48 - $119.15 $232,654 - $436,684	3,665 Added 116.94%	6,799 $515,000
Q4 2019 Feb 14, 2020	BUY	$102.72 - $112.61 $21,263 - $23,310	207 Added 7.07%	3,134 $342,000
Q3 2019 Nov 08, 2019	BUY	$106.83 - $112.14 $534 - $560	5 Added 0.17%	2,927 $312,000
Q2 2019 Aug 06, 2019	BUY	N/A	52 Added 1.81%	2,922 $304,000
Q1 2019 May 13, 2019	BUY	N/A	162 Added 5.98%	2,870 $263,000
Q4 2018 Feb 13, 2019	BUY	N/A	2,708 New	2,708 $216,000

Others Institutions Holding XAR

# of Institutions

415

Shares Held

7.58M

Call Options Held

33.2K

Put Options Held

4.1K

View Full List

About SPDR S&P AEROSPACE & DEFENSE E

Ticker XAR
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Avantax Advisory Services, Inc. Spdr S&P Aerospace & Defense E Transaction History