Avantax Advisory Services, Inc. Utilities Sector Spdr Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 243,244 shares of XLU stock, worth $22.1 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

243,244

Previous 177,438 37.09%

Holding current value

$22.1 Million

Previous $14 Million 41.98%

% of portfolio

0.11%

Previous 0.09%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$73.09 - $82.77 $4.81 Million - $5.45 Million	65,806 Added 37.09%	243,244 $19.9 Million
Q1 2025 May 06, 2025	BUY	$74.7 - $80.27 $8.96 Million - $9.63 Million	119,920 Added 208.49%	177,438 $14 Million
Q4 2024 Feb 07, 2025	SELL	$74.89 - $82.93 $219,877 - $243,482	-2,936 Reduced 4.86%	57,518 $4.35 Million
Q3 2024 Nov 13, 2024	SELL	$67.67 - $80.78 $993,733 - $1.19 Million	-14,685 Reduced 19.54%	60,454 $4.88 Million
Q2 2024 Aug 09, 2024	BUY	$62.77 - $72.87 $18,768 - $21,788	299 Added 0.4%	75,139 $5.12 Million
Q1 2024 May 08, 2024	SELL	$59.95 - $65.65 $150,414 - $164,715	-2,509 Reduced 3.24%	74,840 $4.91 Million
Q4 2023 Feb 07, 2024	BUY	$56.19 - $65.96 $44,390 - $52,108	790 Added 1.03%	77,349 $4.9 Million
Q3 2023 Nov 07, 2023	BUY	$58.83 - $68.46 $500,172 - $582,046	8,502 Added 12.49%	76,559 $4.51 Million
Q2 2023 Aug 11, 2023	BUY	$64.34 - $69.97 $812,228 - $883,301	12,624 Added 22.77%	68,057 $4.45 Million
Q1 2023 Apr 28, 2023	SELL	$63.7 - $72.08 $1.41 Million - $1.6 Million	-22,180 Reduced 28.58%	55,433 $3.75 Million
Q4 2022 Feb 13, 2023	SELL	$61.52 - $72.67 $614,092 - $725,391	-9,982 Reduced 11.4%	77,613 $5.47 Million
Q3 2022 Nov 01, 2022	BUY	$65.51 - $78.12 $1.23 Million - $1.47 Million	18,849 Added 27.42%	87,595 $5.74 Million
Q2 2022 Aug 02, 2022	BUY	$64.87 - $76.96 $2.59 Million - $3.07 Million	39,934 Added 138.6%	68,746 $4.82 Million
Q1 2022 Apr 27, 2022	SELL	$65.03 - $74.54 $374,702 - $429,499	-5,762 Reduced 16.67%	28,812 $2.15 Million
Q4 2021 Jan 24, 2022	SELL	$63.88 - $71.58 $234,950 - $263,271	-3,678 Reduced 9.62%	34,574 $2.48 Million
Q3 2021 Oct 21, 2021	BUY	$63.56 - $70.07 $274,897 - $303,052	4,325 Added 12.75%	38,252 $2.45 Million
Q2 2021 Jul 29, 2021	BUY	$63.23 - $67.72 $166,231 - $178,035	2,629 Added 8.4%	33,927 $2.15 Million
Q1 2021 May 13, 2021	SELL	$58.36 - $64.15 $328,275 - $360,843	-5,625 Reduced 15.23%	31,298 $2 Million
Q4 2020 Jan 22, 2021	SELL	$59.98 - $66.76 $4.05 Million - $4.5 Million	-67,477 Reduced 64.63%	36,923 $2.32 Million
Q3 2020 Oct 14, 2020	BUY	$56.7 - $61.49 $3.53 Million - $3.83 Million	62,321 Added 148.1%	104,400 $6.19 Million
Q2 2020 Aug 06, 2020	BUY	$51.79 - $62.83 $110,312 - $133,827	2,130 Added 5.33%	42,079 $2.39 Million
Q1 2020 Apr 30, 2020	SELL	$44.93 - $70.98 $567,870 - $897,116	-12,639 Reduced 24.03%	39,949 $2.22 Million
Q4 2019 Feb 14, 2020	BUY	$61.37 - $64.82 $943,931 - $996,996	15,381 Added 41.34%	52,588 $3.4 Million
Q3 2019 Nov 08, 2019	BUY	$62.5 - $64.93 $393,562 - $408,864	6,297 Added 20.37%	37,207 $2.41 Million
Q2 2019 Aug 06, 2019	BUY	N/A	9,779 Added 46.28%	30,910 $1.84 Million
Q1 2019 May 13, 2019	BUY	N/A	15,087 Added 249.62%	21,131 $1.23 Million
Q4 2018 Feb 13, 2019	BUY	N/A	6,044 New	6,044 $318,000

Others Institutions Holding XLU

# of Institutions

1,625

Shares Held

153M

Call Options Held

15.4M

Put Options Held

35.8M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

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.

Account

Avantax Advisory Services, Inc. Utilities Sector Spdr Transaction History