Avantax Planning Partners, Inc. Financial Sector Spdr Transaction History

Avantax Planning Partners, Inc.

$3.11 Billion
Q2 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 13,255 shares of XLF stock, worth $686,078. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,255

Previous 12,370 7.15%

Holding current value

$686,078

Previous $616,000 12.66%

% of portfolio

0.02%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$43.92 - $52.37 $38,869 - $46,347	885 Added 7.15%	13,255 $694,000
Q1 2025 Apr 28, 2025	BUY	$47.32 - $52.19 $18,975 - $20,928	401 Added 3.35%	12,370 $616,000
Q4 2024 Feb 07, 2025	SELL	$44.89 - $51.34 $44 - $51	-1 Reduced 0.01%	11,969 $578,000
Q3 2024 Nov 13, 2024	SELL	$40.84 - $45.74 $138,733 - $155,378	-3,397 Reduced 22.11%	11,970 $542,000
Q2 2024 Aug 09, 2024	SELL	$39.59 - $42.49 $5,700 - $6,118	-144 Reduced 0.93%	15,367 $631,000
Q1 2024 May 02, 2024	SELL	$37.27 - $42.12 $16,846 - $19,038	-452 Reduced 2.83%	15,511 $653,000
Q2 2023 Jul 17, 2023	SELL	$31.55 - $33.71 $18,930 - $20,226	-600 Reduced 3.62%	15,963 $538,000
Q1 2023 Apr 20, 2023	BUY	$30.98 - $37.0 $13,166 - $15,725	425 Added 2.63%	16,563 $532,000
Q4 2022 Feb 09, 2023	SELL	$30.29 - $36.31 $9,844 - $11,800	-325 Reduced 1.97%	16,138 $551,000
Q3 2022 Oct 14, 2022	SELL	$30.36 - $35.81 $74,715 - $88,128	-2,461 Reduced 13.0%	16,463 $500,000
Q2 2022 Jul 18, 2022	BUY	$30.84 - $38.22 $2,559 - $3,172	83 Added 0.44%	18,924 $595,000
Q1 2022 May 09, 2022	SELL	$35.66 - $41.42 $6,062 - $7,041	-170 Reduced 0.89%	18,841 $722,000
Q4 2021 Jan 28, 2022	BUY	$37.54 - $40.62 $73,540 - $79,574	1,959 Added 11.49%	19,011 $742,000
Q3 2021 Oct 27, 2021	BUY	$35.11 - $39.0 $95,990 - $106,626	2,734 Added 19.09%	17,052 $640,000
Q2 2021 Aug 10, 2021	BUY	$34.47 - $38.47 $17,235 - $19,235	500 Added 3.62%	14,318 $525,000
Q1 2021 May 06, 2021	BUY	$28.95 - $34.77 $94,956 - $114,045	3,280 Added 31.13%	13,818 $471,000
Q4 2020 Feb 04, 2021	BUY	$23.61 - $29.48 $248,802 - $310,660	10,538 New	10,538 $311,000
Q2 2020 Jul 15, 2020	SELL	$19.55 - $26.74 $443,198 - $606,195	-22,670 Closed	0 $0
Q1 2020 Apr 27, 2020	SELL	$17.66 - $31.17 $457,976 - $808,331	-25,933 Reduced 53.36%	22,670 $472,000
Q2 2019 Aug 07, 2019	SELL	N/A	-15,286 Reduced 23.93%	48,603 $1.36 Million
Q1 2019 May 08, 2019	SELL	N/A	-75,990 Reduced 54.33%	63,889 $1.64 Million
Q4 2018 Feb 14, 2019	BUY	N/A	126,869 Added 975.17%	139,879 $3.33 Million
Q3 2018 Nov 13, 2018	BUY	N/A	564 Added 4.53%	13,010 $359,000
Q2 2018 Aug 13, 2018	SELL	N/A	-10,495 Reduced 45.75%	12,446 $331,000
Q1 2018 May 15, 2018	BUY	N/A	4,175 Added 22.25%	22,941 $632,000
Q4 2017 Feb 09, 2018	SELL	N/A	-1,298 Reduced 6.47%	18,766 $524,000
Q3 2017 Oct 19, 2017	BUY	N/A	20,064	20,064 $519,000

Others Institutions Holding XLF

# of Institutions

2,152

Shares Held

760M

Call Options Held

156M

Put Options Held

261M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Avantax Planning Partners, Inc. Financial Sector Spdr Transaction History