A detailed history of Avantax Advisory Services, Inc. transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 11,257 shares of XLB stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,257
Previous 19,474 42.19%
Holding current value
$1.03 Million
Previous $1.72 Million 36.94%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$86.95 - $97.09 $714,468 - $797,788
-8,217 Reduced 42.19%
11,257 $1.08 Million
Q2 2024

Aug 09, 2024

BUY
$88.28 - $93.06 $474,858 - $500,569
5,379 Added 38.16%
19,474 $1.72 Million
Q1 2024

May 08, 2024

SELL
$80.98 - $92.89 $515,194 - $590,966
-6,362 Reduced 31.1%
14,095 $1.31 Million
Q4 2023

Feb 07, 2024

SELL
$74.46 - $86.21 $64,929 - $75,175
-872 Reduced 4.09%
20,457 $1.75 Million
Q3 2023

Nov 07, 2023

SELL
$77.84 - $85.72 $21,950 - $24,173
-282 Reduced 1.3%
21,329 $1.68 Million
Q2 2023

Aug 11, 2023

BUY
$75.02 - $82.87 $2,325 - $2,568
31 Added 0.14%
21,611 $1.79 Million
Q1 2023

Apr 28, 2023

SELL
$75.51 - $85.21 $359,276 - $405,429
-4,758 Reduced 18.07%
21,580 $1.74 Million
Q4 2022

Feb 13, 2023

SELL
$68.18 - $83.76 $376,012 - $461,936
-5,515 Reduced 17.31%
26,338 $2.05 Million
Q3 2022

Nov 01, 2022

SELL
$67.32 - $81.52 $64,357 - $77,933
-956 Reduced 2.91%
31,853 $2.17 Million
Q2 2022

Aug 02, 2022

BUY
$73.54 - $90.55 $1.34 Million - $1.65 Million
18,171 Added 124.14%
32,809 $2.42 Million
Q1 2022

Apr 27, 2022

BUY
$79.77 - $90.53 $88,066 - $99,945
1,104 Added 8.16%
14,638 $1.29 Million
Q4 2021

Jan 24, 2022

BUY
$80.02 - $90.61 $30,727 - $34,794
384 Added 2.92%
13,534 $1.23 Million
Q3 2021

Oct 21, 2021

SELL
$79.11 - $86.51 $188,598 - $206,239
-2,384 Reduced 15.35%
13,150 $1.04 Million
Q2 2021

Jul 29, 2021

BUY
$79.26 - $88.68 $193,235 - $216,201
2,438 Added 18.62%
15,534 $1.28 Million
Q1 2021

May 13, 2021

BUY
$70.64 - $79.69 $259,319 - $292,541
3,671 Added 38.95%
13,096 $1.03 Million
Q4 2020

Jan 22, 2021

SELL
$61.94 - $72.39 $791,283 - $924,782
-12,775 Reduced 57.55%
9,425 $684,000
Q3 2020

Oct 14, 2020

BUY
$56.47 - $66.87 $755,173 - $894,252
13,373 Added 151.5%
22,200 $1.41 Million
Q2 2020

Aug 06, 2020

BUY
$42.61 - $59.91 $4,175 - $5,871
98 Added 1.12%
8,827 $498,000
Q1 2020

Apr 30, 2020

SELL
$38.35 - $61.14 $6,557 - $10,454
-171 Reduced 1.92%
8,729 $394,000
Q4 2019

Feb 14, 2020

BUY
$55.13 - $61.42 $490,657 - $546,638
8,900 New
8,900 $546,000

Others Institutions Holding XLB

About SELECT SECTOR SPDR FD-MATERIAL


  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

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.