Avantax Advisory Services, Inc. Technology Sector Spdr Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 84,933 shares of XLK stock, worth $19.7 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

84,933

Previous 74,788 13.57%

Holding current value

$19.7 Million

Previous $17.4 Million 0.85%

% of portfolio

0.11%

Previous 0.11%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$206.38 - $242.18 $2.09 Million - $2.46 Million	10,145 Added 13.57%	84,933 $17.5 Million
Q4 2024 Feb 07, 2025	SELL	$220.26 - $241.44 $1.42 Million - $1.55 Million	-6,433 Reduced 7.92%	74,788 $17.4 Million
Q3 2024 Nov 13, 2024	SELL	$197.34 - $237.68 $23.3 Million - $28 Million	-117,978 Reduced 59.23%	81,221 $18.3 Million
Q2 2024 Aug 09, 2024	SELL	$192.53 - $231.41 $1.82 Million - $2.19 Million	-9,478 Reduced 4.54%	199,199 $45.1 Million
Q1 2024 May 08, 2024	BUY	$184.12 - $211.02 $2.41 Million - $2.77 Million	13,107 Added 6.7%	208,677 $43.5 Million
Q4 2023 Feb 07, 2024	BUY	$160.19 - $193.07 $2.35 Million - $2.84 Million	14,697 Added 8.13%	195,570 $37.6 Million
Q3 2023 Nov 07, 2023	BUY	$161.97 - $180.26 $1.61 Million - $1.79 Million	9,945 Added 5.82%	180,873 $29.7 Million
Q2 2023 Aug 11, 2023	BUY	$143.97 - $174.63 $1.4 Million - $1.7 Million	9,751 Added 6.05%	170,928 $29.7 Million
Q1 2023 Apr 28, 2023	BUY	$121.18 - $151.01 $2.1 Million - $2.61 Million	17,315 Added 12.04%	161,177 $24.3 Million
Q4 2022 Feb 13, 2023	BUY	$116.56 - $136.15 $300,724 - $351,267	2,580 Added 1.83%	143,862 $17.9 Million
Q3 2022 Nov 01, 2022	SELL	$118.78 - $151.56 $756,984 - $965,891	-6,373 Reduced 4.32%	141,282 $16.8 Million
Q2 2022 Aug 02, 2022	BUY	$123.49 - $161.47 $7.05 Million - $9.22 Million	57,072 Added 63.01%	147,655 $18.8 Million
Q1 2022 Apr 27, 2022	BUY	$141.39 - $175.52 $695,638 - $863,558	4,920 Added 5.74%	90,583 $14.4 Million
Q4 2021 Jan 24, 2022	BUY	$148.06 - $176.65 $502,515 - $599,550	3,394 Added 4.13%	85,663 $14.9 Million
Q3 2021 Oct 21, 2021	BUY	$147.91 - $159.7 $382,347 - $412,824	2,585 Added 3.24%	82,269 $12.3 Million
Q2 2021 Jul 29, 2021	BUY	$131.31 - $147.82 $82,725 - $93,126	630 Added 0.8%	79,684 $11.8 Million
Q1 2021 May 13, 2021	BUY	$125.83 - $138.59 $443,802 - $488,806	3,527 Added 4.67%	79,054 $10.5 Million
Q4 2020 Jan 22, 2021	SELL	$110.86 - $130.52 $8.52 Million - $10 Million	-76,826 Reduced 50.43%	75,527 $9.83 Million
Q3 2020 Oct 14, 2020	BUY	$104.66 - $127.03 $8.35 Million - $10.1 Million	79,804 Added 110.0%	152,353 $17.8 Million
Q2 2020 Aug 06, 2020	BUY	$76.54 - $104.63 $1.09 Million - $1.48 Million	14,177 Added 24.29%	72,549 $7.58 Million
Q1 2020 Apr 30, 2020	SELL	$70.4 - $102.79 $503,500 - $735,154	-7,152 Reduced 10.92%	58,372 $4.69 Million
Q4 2019 Feb 14, 2020	BUY	$78.28 - $91.92 $2.25 Million - $2.64 Million	28,716 Added 78.02%	65,524 $6.01 Million
Q3 2019 Nov 08, 2019	BUY	$79.69 - $81.76 $980,824 - $1.01 Million	12,308 Added 50.24%	36,808 $2.97 Million
Q2 2019 Aug 06, 2019	BUY	N/A	10,715 Added 77.73%	24,500 $1.91 Million
Q1 2019 May 13, 2019	BUY	N/A	993 Added 7.76%	13,785 $1.02 Million
Q4 2018 Feb 13, 2019	BUY	N/A	12,792 New	12,792 $795,000

Others Institutions Holding XLK

# of Institutions

2,407

Shares Held

177M

Call Options Held

9.73M

Put Options Held

15.2M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Avantax Advisory Services, Inc. Technology Sector Spdr Transaction History