Avantax Advisory Services, Inc. Financial Sector Spdr Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 316,888 shares of XLF stock, worth $15.5 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

316,888

Previous 514,377 38.39%

Holding current value

$15.5 Million

Previous $21.1 Million 32.09%

% of portfolio

0.1%

Previous 0.15%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$40.84 - $45.74 $8.07 Million - $9.03 Million	-197,489 Reduced 38.39%	316,888 $14.4 Million
Q2 2024 Aug 09, 2024	BUY	$39.59 - $42.49 $1.97 Million - $2.12 Million	49,790 Added 10.72%	514,377 $21.1 Million
Q1 2024 May 08, 2024	BUY	$37.27 - $42.12 $2.76 Million - $3.12 Million	73,992 Added 18.94%	464,587 $19.6 Million
Q4 2023 Feb 07, 2024	BUY	$31.45 - $37.72 $162,722 - $195,163	5,174 Added 1.34%	390,595 $14.7 Million
Q3 2023 Nov 07, 2023	SELL	$33.17 - $35.6 $472,009 - $506,588	-14,230 Reduced 3.56%	385,421 $12.8 Million
Q2 2023 Aug 11, 2023	BUY	$31.55 - $33.71 $197,376 - $210,889	6,256 Added 1.59%	399,651 $13.5 Million
Q1 2023 Apr 28, 2023	SELL	$30.98 - $37.0 $4.23 Million - $5.05 Million	-136,504 Reduced 25.76%	393,395 $12.6 Million
Q4 2022 Feb 13, 2023	SELL	$30.29 - $36.31 $1.04 Million - $1.25 Million	-34,300 Reduced 6.08%	529,899 $18.1 Million
Q3 2022 Nov 01, 2022	SELL	$30.36 - $35.81 $2.44 Million - $2.88 Million	-80,383 Reduced 12.47%	564,199 $17.1 Million
Q2 2022 Aug 02, 2022	BUY	$30.84 - $38.22 $4.38 Million - $5.42 Million	141,889 Added 28.23%	644,582 $20.3 Million
Q1 2022 Apr 27, 2022	BUY	$35.66 - $41.42 $3.54 Million - $4.11 Million	99,155 Added 24.57%	502,693 $19.3 Million
Q4 2021 Jan 24, 2022	BUY	$37.54 - $40.62 $2.82 Million - $3.05 Million	75,041 Added 22.84%	403,538 $15.8 Million
Q3 2021 Oct 21, 2021	BUY	$35.11 - $39.0 $3.56 Million - $3.95 Million	101,372 Added 44.63%	328,497 $12.3 Million
Q2 2021 Jul 29, 2021	BUY	$34.47 - $38.47 $1.15 Million - $1.28 Million	33,309 Added 17.19%	227,125 $8.32 Million
Q1 2021 May 13, 2021	BUY	$28.95 - $34.77 $2.65 Million - $3.18 Million	91,551 Added 89.52%	193,816 $6.62 Million
Q4 2020 Jan 22, 2021	SELL	$23.61 - $29.48 $4.01 Million - $5 Million	-169,713 Reduced 62.4%	102,265 $3.02 Million
Q3 2020 Oct 14, 2020	BUY	$22.68 - $25.49 $1.05 Million - $1.18 Million	46,482 Added 20.61%	271,978 $6.55 Million
Q2 2020 Aug 06, 2020	BUY	$19.55 - $26.74 $2.23 Million - $3.04 Million	113,870 Added 102.01%	225,496 $5.21 Million
Q1 2020 Apr 30, 2020	SELL	$17.66 - $31.17 $126,057 - $222,491	-7,138 Reduced 6.01%	111,626 $2.32 Million
Q4 2019 Feb 14, 2020	BUY	$26.78 - $30.94 $987,967 - $1.14 Million	36,892 Added 45.06%	118,764 $3.65 Million
Q3 2019 Nov 08, 2019	BUY	$27.86 - $28.52 $62,462 - $63,941	2,242 Added 2.82%	81,872 $2.3 Million
Q2 2019 Aug 06, 2019	BUY	N/A	21,758 Added 37.6%	79,630 $2.2 Million
Q1 2019 May 13, 2019	BUY	N/A	4,409 Added 8.25%	57,872 $1.49 Million
Q4 2018 Feb 13, 2019	BUY	N/A	53,463 New	53,463 $1.27 Million

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Avantax Advisory Services, Inc. Financial Sector Spdr Transaction History