Avantax Advisory Services, Inc. Select Sector Spdr Consumer Di Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 11,162 shares of XLY stock, worth $2.49 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,162

Previous 9,980 11.84%

Holding current value

$2.49 Million

Previous $2.24 Million 1.56%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$192.6 - $233.2 $227,653 - $275,642	1,182 Added 11.84%	11,162 $2.2 Million
Q4 2024 Feb 07, 2025	SELL	$194.8 - $239.43 $822,835 - $1.01 Million	-4,224 Reduced 29.74%	9,980 $2.24 Million
Q3 2024 Nov 13, 2024	SELL	$170.05 - $200.86 $9.97 Million - $11.8 Million	-58,653 Reduced 80.5%	14,204 $2.85 Million
Q2 2024 Aug 09, 2024	BUY	$169.76 - $184.45 $846,423 - $919,667	4,986 Added 7.35%	72,857 $13.3 Million
Q1 2024 May 08, 2024	BUY	$170.9 - $185.02 $1.55 Million - $1.68 Million	9,064 Added 15.41%	67,871 $12.5 Million
Q4 2023 Feb 07, 2024	BUY	$148.04 - $181.41 $725,396 - $888,909	4,900 Added 9.09%	58,807 $10.5 Million
Q3 2023 Nov 07, 2023	BUY	$158.36 - $176.97 $1.07 Million - $1.2 Million	6,778 Added 14.38%	53,907 $8.68 Million
Q2 2023 Aug 11, 2023	BUY	$143.54 - $169.81 $2.03 Million - $2.4 Million	14,135 Added 42.84%	47,129 $8 Million
Q1 2023 Apr 28, 2023	SELL	$128.39 - $156.16 $1.19 Million - $1.45 Million	-9,305 Reduced 22.0%	32,994 $4.93 Million
Q4 2022 Feb 13, 2023	SELL	$126.26 - $147.57 $801,245 - $936,479	-6,346 Reduced 13.05%	42,299 $5.46 Million
Q3 2022 Nov 01, 2022	SELL	$140.01 - $172.97 $223,035 - $275,541	-1,593 Reduced 3.17%	48,645 $6.93 Million
Q2 2022 Aug 02, 2022	BUY	$134.63 - $189.39 $3.29 Million - $4.63 Million	24,449 Added 94.8%	50,238 $6.91 Million
Q1 2022 Apr 27, 2022	BUY	$163.19 - $210.31 $1.31 Million - $1.69 Million	8,050 Added 45.38%	25,789 $4.78 Million
Q4 2021 Jan 24, 2022	BUY	$179.37 - $211.42 $699,004 - $823,903	3,897 Added 28.15%	17,739 $3.63 Million
Q3 2021 Oct 21, 2021	BUY	$175.93 - $185.89 $85,677 - $90,528	487 Added 3.65%	13,842 $2.49 Million
Q2 2021 Jul 29, 2021	BUY	$166.65 - $179.87 $96,990 - $104,684	582 Added 4.56%	13,355 $2.38 Million
Q1 2021 May 13, 2021	BUY	$155.83 - $173.21 $183,100 - $203,521	1,175 Added 10.13%	12,773 $2.15 Million
Q4 2020 Jan 22, 2021	SELL	$142.97 - $160.78 $4.63 Million - $5.21 Million	-32,417 Reduced 73.65%	11,598 $1.86 Million
Q3 2020 Oct 14, 2020	BUY	$129.0 - $153.76 $3.97 Million - $4.73 Million	30,744 Added 231.66%	44,015 $6.46 Million
Q2 2020 Aug 06, 2020	BUY	$92.41 - $133.25 $248,028 - $357,643	2,684 Added 25.35%	13,271 $1.69 Million
Q1 2020 Apr 30, 2020	BUY	$87.45 - $132.32 $149,189 - $225,737	1,706 Added 19.21%	10,587 $1.04 Million
Q4 2019 Feb 14, 2020	BUY	$117.45 - $126.06 $131,309 - $140,935	1,118 Added 14.4%	8,881 $1.12 Million
Q3 2019 Nov 08, 2019	BUY	$119.52 - $123.67 $89,759 - $92,876	751 Added 10.71%	7,763 $936,000
Q2 2019 Aug 06, 2019	BUY	N/A	1,284 Added 22.42%	7,012 $836,000
Q1 2019 May 13, 2019	BUY	N/A	393 Added 7.37%	5,728 $652,000
Q4 2018 Feb 13, 2019	BUY	N/A	5,335 New	5,335 $527,000

Others Institutions Holding XLY

# of Institutions

1,434

Shares Held

115M

Call Options Held

6.96M

Put Options Held

16M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Select Sector Spdr Consumer Di Transaction History