Avantax Planning Partners, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 10,254 shares of SDY stock, worth $1.36 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,254

Previous 8,530 20.21%

Holding current value

$1.36 Million

Previous $1.13 Million 23.53%

% of portfolio

0.05%

Previous 0.04%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$128.74 - $138.67 $221,947 - $239,067	1,724 Added 20.21%	10,254 $1.39 Million
Q4 2024 Feb 07, 2025	SELL	$131.66 - $144.0 $14,087 - $15,408	-107 Reduced 1.24%	8,530 $1.13 Million
Q3 2024 Nov 13, 2024	SELL	$125.95 - $142.04 $213,737 - $241,041	-1,697 Reduced 16.42%	8,637 $1.23 Million
Q2 2024 Aug 09, 2024	BUY	$124.6 - $132.46 $996 - $1,059	8 Added 0.08%	10,334 $1.31 Million
Q1 2024 May 02, 2024	SELL	$122.28 - $131.24 $119,223 - $127,959	-975 Reduced 8.63%	10,326 $1.36 Million
Q4 2023 Feb 09, 2024	SELL	$110.2 - $125.58 $59,728 - $68,064	-542 Reduced 4.58%	11,301 $1.41 Million
Q3 2023 Nov 03, 2023	SELL	$115.01 - $127.58 $68,200 - $75,654	-593 Reduced 4.77%	11,843 $1.36 Million
Q2 2023 Jul 17, 2023	SELL	$117.3 - $124.97 $469 - $499	-4 Reduced 0.03%	12,436 $1.52 Million
Q1 2023 Apr 20, 2023	BUY	$117.74 - $132.18 $78,768 - $88,428	669 Added 5.68%	12,440 $1.54 Million
Q4 2022 Feb 09, 2023	SELL	$112.65 - $131.57 $303,253 - $354,186	-2,692 Reduced 18.61%	11,771 $1.47 Million
Q1 2022 May 09, 2022	SELL	$121.65 - $130.75 $121,650 - $130,750	-1,000 Reduced 6.47%	14,463 $1.85 Million
Q3 2021 Oct 27, 2021	SELL	$117.12 - $125.76 $151,319 - $162,481	-1,292 Reduced 7.71%	15,463 $1.82 Million
Q2 2021 Aug 10, 2021	BUY	$118.74 - $127.47 $99,147 - $106,437	835 Added 5.24%	16,755 $2.05 Million
Q1 2021 May 06, 2021	SELL	$104.47 - $119.79 $96,634 - $110,805	-925 Reduced 5.49%	15,920 $1.88 Million
Q4 2020 Feb 04, 2021	BUY	$91.76 - $107.36 $248,669 - $290,945	2,710 Added 19.17%	16,845 $1.78 Million
Q3 2020 Oct 28, 2020	BUY	$88.24 - $98.33 $705 - $786	8 Added 0.06%	14,135 $1.31 Million
Q2 2020 Jul 15, 2020	BUY	$76.15 - $100.68 $10,051 - $13,289	132 Added 0.94%	14,127 $1.29 Million
Q1 2020 Apr 27, 2020	BUY	$68.26 - $108.76 $33,447 - $53,292	490 Added 3.63%	13,995 $1.12 Million
Q4 2019 Jan 15, 2020	BUY	$98.73 - $107.77 $6,121 - $6,681	62 Added 0.46%	13,505 $1.45 Million
Q3 2019 Nov 08, 2019	SELL	$101.59 - $103.8 $16,863 - $17,230	-166 Reduced 1.22%	13,443 $1.38 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-524 Reduced 3.71%	13,609 $1.39 Million
Q1 2019 May 08, 2019	SELL	N/A	-1,355 Reduced 8.75%	14,133 $1.41 Million
Q3 2018 Nov 13, 2018	BUY	N/A	675 Added 4.56%	15,488 $1.52 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-3,560 Reduced 19.38%	14,813 $1.37 Million
Q1 2018 May 15, 2018	BUY	N/A	1,510 Added 8.95%	18,373 $1.68 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-101 Reduced 0.6%	16,863 $1.59 Million
Q3 2017 Oct 19, 2017	BUY	N/A	16,964	16,964 $1.55 Million

Others Institutions Holding SDY

# of Institutions

1,321

Shares Held

71.2M

Call Options Held

48.3K

Put Options Held

37.9K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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Avantax Planning Partners, Inc. Spdr Series Tr Spdr S&P Divide Transaction History