Avantax Advisory Services, Inc. Spdr Ser Tr Spdr S&P Metals & Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	SELL	$49.55 - $53.9 $1.48 Million - $1.61 Million	-29,816 Reduced 79.05%	7,900 $414,000
Q2 2023 Aug 11, 2023	SELL	$44.52 - $53.48 $174,785 - $209,962	-3,926 Reduced 9.43%	37,716 $1.92 Million
Q1 2023 Apr 28, 2023	BUY	$49.12 - $59.08 $111,305 - $133,875	2,266 Added 5.75%	41,642 $2.21 Million
Q4 2022 Feb 13, 2023	BUY	$44.17 - $54.79 $133,349 - $165,411	3,019 Added 8.3%	39,376 $1.96 Million
Q3 2022 Nov 01, 2022	BUY	$40.94 - $53.45 $196,962 - $257,147	4,811 Added 15.25%	36,357 $1.55 Million
Q2 2022 Aug 02, 2022	BUY	$43.4 - $65.85 $541,198 - $821,149	12,470 Added 65.37%	31,546 $1.37 Million
Q1 2022 Apr 27, 2022	BUY	$41.02 - $63.33 $157,968 - $243,883	3,851 Added 25.29%	19,076 $1.17 Million
Q4 2021 Jan 24, 2022	SELL	$40.28 - $47.31 $8,619 - $10,124	-214 Reduced 1.39%	15,225 $682,000
Q3 2021 Oct 21, 2021	BUY	$39.41 - $46.28 $26,168 - $30,729	664 Added 4.49%	15,439 $644,000
Q2 2021 Jul 29, 2021	BUY	$39.17 - $47.76 $135,332 - $165,010	3,455 Added 30.52%	14,775 $635,000
Q1 2021 May 13, 2021	BUY	$32.35 - $41.56 $366,202 - $470,459	11,320 New	11,320 $453,000

Others Institutions Holding XME

# of Institutions

322

Shares Held

22.8M

Call Options Held

10.1M

Put Options Held

13.1M

Morgan Stanley New York, NY

2.38M
Shares

$143 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.23M
Shares

$134 Million
0.02% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.1M
Shares

$126 Million
1.18% of portfolio
Bank Of America Corp Charlotte, NC

1.98M
Shares

$119 Million
0.01% of portfolio
Barclays PLC London, X0

1.21M
Shares

$72.8 Million
0.02% of portfolio

About SPDR SER TR SPDR S&P METALS &

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