Avantax Advisory Services, Inc. Spdr Ser Tr Spdr S&P Biotech E Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 6,770 shares of XBI stock, worth $640,374. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,770

Previous 7,058 4.08%

Holding current value

$640,374

Previous $654,000 2.14%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$90.87 - $102.43 $26,170 - $29,499	-288 Reduced 4.08%	6,770 $668,000
Q2 2024 Aug 09, 2024	SELL	$82.22 - $94.12 $210,565 - $241,041	-2,561 Reduced 26.62%	7,058 $654,000
Q1 2024 May 08, 2024	BUY	$87.05 - $102.89 $123,175 - $145,589	1,415 Added 17.25%	9,619 $912,000
Q4 2023 Feb 07, 2024	SELL	$64.12 - $90.86 $360,675 - $511,087	-5,625 Reduced 40.68%	8,204 $732,000
Q3 2023 Nov 07, 2023	SELL	$71.88 - $85.76 $354,512 - $422,968	-4,932 Reduced 26.29%	13,829 $1.01 Million
Q2 2023 Aug 11, 2023	SELL	$75.38 - $90.23 $117,668 - $140,849	-1,561 Reduced 7.68%	18,761 $1.56 Million
Q1 2023 Apr 28, 2023	SELL	$73.13 - $91.97 $852,037 - $1.07 Million	-11,651 Reduced 36.44%	20,322 $1.55 Million
Q4 2022 Feb 13, 2023	SELL	$76.72 - $85.66 $453,952 - $506,850	-5,917 Reduced 15.62%	31,973 $2.65 Million
Q3 2022 Nov 01, 2022	BUY	$75.06 - $94.9 $644,765 - $815,191	8,590 Added 29.32%	37,890 $3.01 Million
Q2 2022 Aug 02, 2022	BUY	$62.81 - $96.09 $121,537 - $185,934	1,935 Added 7.07%	29,300 $2.18 Million
Q1 2022 Apr 27, 2022	BUY	$81.07 - $115.44 $1 Million - $1.43 Million	12,363 Added 82.41%	27,365 $2.47 Million
Q4 2021 Jan 24, 2022	BUY	$108.77 - $134.15 $139,443 - $171,980	1,282 Added 9.34%	15,002 $1.68 Million
Q3 2021 Oct 21, 2021	BUY	$118.69 - $138.49 $33,589 - $39,192	283 Added 2.11%	13,720 $1.72 Million
Q2 2021 Jul 29, 2021	BUY	$122.48 - $139.69 $11,758 - $13,410	96 Added 0.72%	13,437 $1.82 Million
Q1 2021 May 13, 2021	SELL	$129.36 - $173.99 $2.9 Million - $3.9 Million	-22,415 Reduced 62.69%	13,341 $1.81 Million
Q4 2020 Jan 22, 2021	SELL	$110.36 - $151.14 $1.11 Million - $1.52 Million	-10,087 Reduced 22.0%	35,756 $5.04 Million
Q3 2020 Oct 14, 2020	BUY	$103.87 - $120.36 $874,585 - $1.01 Million	8,420 Added 22.5%	45,843 $5.1 Million
Q2 2020 Aug 06, 2020	BUY	$73.26 - $114.17 $1.68 Million - $2.61 Million	22,869 Added 157.13%	37,423 $4.18 Million
Q1 2020 Apr 30, 2020	BUY	$65.95 - $98.35 $959,836 - $1.43 Million	14,554 New	14,554 $1.13 Million

Others Institutions Holding XBI

# of Institutions

927

Shares Held

101M

Call Options Held

28.4M

Put Options Held

33.4M

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About SPDR SER TR SPDR S&P BIOTECH E

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Avantax Advisory Services, Inc. Spdr Ser Tr Spdr S&P Biotech E Transaction History