Avantax Planning Partners, Inc. Spdr S&P 600 Small Cap Growth Transaction History

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 360,275 shares of SLYG stock, worth $29.1 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

360,275

Previous 375,669 4.1%

Holding current value

$29.1 Million

Previous $33.9 Million 11.9%

% of portfolio

1.06%

Previous 1.23%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$80.73 - $94.96 $1.24 Million - $1.46 Million	-15,394 Reduced 4.1%	360,275 $29.9 Million
Q4 2024 Feb 07, 2025	BUY	$89.9 - $100.66 $1.6 Million - $1.79 Million	17,788 Added 4.97%	375,669 $33.9 Million
Q3 2024 Nov 13, 2024	SELL	$85.03 - $94.56 $2.97 Million - $3.3 Million	-34,896 Reduced 8.88%	357,881 $33.3 Million
Q2 2024 Aug 09, 2024	BUY	$81.25 - $88.21 $3.08 Million - $3.35 Million	37,955 Added 10.7%	392,777 $33.7 Million
Q1 2024 May 02, 2024	BUY	$80.09 - $87.23 $21.3 Million - $23.2 Million	265,645 Added 297.89%	354,822 $31 Million
Q4 2023 Feb 09, 2024	SELL	$68.97 - $85.01 $35,243 - $43,440	-511 Reduced 0.57%	89,177 $7.46 Million
Q3 2023 Nov 03, 2023	BUY	$72.54 - $80.81 $8,124 - $9,050	112 Added 0.13%	89,688 $6.57 Million
Q2 2023 Jul 17, 2023	SELL	$69.81 - $77.05 $153,232 - $169,124	-2,195 Reduced 2.39%	89,576 $6.89 Million
Q1 2023 Apr 20, 2023	SELL	$70.74 - $80.39 $39,119 - $44,455	-553 Reduced 0.6%	91,771 $6.77 Million
Q4 2022 Feb 09, 2023	SELL	$68.91 - $78.35 $205,489 - $233,639	-2,982 Reduced 3.13%	92,324 $6.67 Million
Q3 2022 Oct 14, 2022	BUY	$67.45 - $82.5 $221,101 - $270,435	3,278 Added 3.56%	95,306 $6.49 Million
Q2 2022 Jul 18, 2022	BUY	$67.79 - $84.74 $2.22 Million - $2.78 Million	32,758 Added 55.27%	92,028 $6.49 Million
Q1 2022 May 09, 2022	BUY	$79.77 - $93.68 $1.39 Million - $1.63 Million	17,369 Added 41.45%	59,270 $4.97 Million
Q4 2021 Jan 28, 2022	SELL	$87.48 - $96.13 $45,577 - $50,083	-521 Reduced 1.23%	41,901 $3.89 Million
Q3 2021 Oct 27, 2021	BUY	$83.59 - $91.68 $16,550 - $18,152	198 Added 0.47%	42,422 $3.7 Million
Q2 2021 Aug 10, 2021	SELL	$82.26 - $89.48 $6.03 Million - $6.56 Million	-73,351 Reduced 63.47%	42,224 $3.75 Million
Q1 2021 May 06, 2021	SELL	$75.75 - $89.99 $233,916 - $277,889	-3,088 Reduced 2.6%	115,575 $9.92 Million
Q4 2020 Feb 04, 2021	SELL	$59.86 - $77.16 $856,656 - $1.1 Million	-14,311 Reduced 10.76%	118,663 $9.06 Million
Q3 2020 Oct 28, 2020	SELL	$55.29 - $63.27 $3.79 Million - $4.33 Million	-68,458 Reduced 33.99%	132,974 $7.85 Million
Q2 2020 Jul 15, 2020	BUY	$42.16 - $60.6 $2.04 Million - $2.93 Million	48,405 Added 31.63%	201,432 $11.4 Million
Q1 2020 Apr 27, 2020	BUY	$39.85 - $66.69 $1.01 Million - $1.7 Million	25,432 Added 19.93%	153,027 $7.07 Million
Q4 2019 Jan 15, 2020	SELL	$57.76 - $64.9 $11.2 Million - $12.6 Million	-194,364 Reduced 60.37%	127,595 $8.23 Million
Q3 2019 Nov 08, 2019	SELL	$59.51 - $62.08 $22.4 Million - $23.4 Million	-376,205 Reduced 53.88%	321,959 $19.2 Million
Q2 2019 Aug 07, 2019	BUY	N/A	61,700 Added 9.69%	698,164 $42.4 Million
Q1 2019 May 08, 2019	BUY	N/A	99,929 Added 18.62%	636,464 $38 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-16,180 Reduced 2.93%	536,535 $28.9 Million
Q3 2018 Nov 13, 2018	BUY	N/A	27,068 Added 5.15%	552,715 $37.3 Million
Q2 2018 Aug 13, 2018	BUY	N/A	408,955 Added 350.46%	525,647 $33.2 Million
Q1 2018 May 15, 2018	BUY	N/A	14,037 Added 13.67%	116,692 $27.1 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-35,068 Reduced 25.46%	102,655 $23.3 Million
Q3 2017 Oct 19, 2017	BUY	N/A	137,723	137,723 $31.4 Million

Others Institutions Holding SLYG

# of Institutions

522

Shares Held

28.5M

Call Options Held

Put Options Held

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Avantax Planning Partners, Inc. Spdr S&P 600 Small Cap Growth Transaction History