Avantax Planning Partners, Inc. Technology Sector Spdr Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 8,855 shares of XLK stock, worth $2.02 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,855

Previous 8,853 0.02%

Holding current value

$2.02 Million

Previous $2 Million 3.0%

% of portfolio

0.07%

Previous 0.07%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$220.26 - $241.44 $440 - $482	2 Added 0.02%	8,855 $2.06 Million
Q3 2024 Nov 13, 2024	BUY	$197.34 - $237.68 $27,627 - $33,275	140 Added 1.61%	8,853 $2 Million
Q1 2024 May 02, 2024	SELL	$184.12 - $211.02 $3,682 - $4,220	-20 Reduced 0.23%	8,713 $1.81 Million
Q4 2023 Feb 09, 2024	SELL	$160.19 - $193.07 $27,232 - $32,821	-170 Reduced 1.91%	8,733 $1.68 Million
Q3 2023 Nov 03, 2023	BUY	$161.97 - $180.26 $39,034 - $43,442	241 Added 2.78%	8,903 $1.46 Million
Q2 2023 Jul 17, 2023	BUY	$143.97 - $174.63 $39,735 - $48,197	276 Added 3.29%	8,662 $1.51 Million
Q1 2023 Apr 20, 2023	BUY	$121.18 - $151.01 $2,908 - $3,624	24 Added 0.29%	8,386 $1.27 Million
Q4 2022 Feb 09, 2023	SELL	$116.56 - $136.15 $69,819 - $81,553	-599 Reduced 6.68%	8,362 $1.04 Million
Q3 2022 Oct 14, 2022	SELL	$118.78 - $151.56 $27,081 - $34,555	-228 Reduced 2.48%	8,961 $1.06 Million
Q2 2022 Jul 18, 2022	BUY	$123.49 - $161.47 $2,099 - $2,744	17 Added 0.19%	9,189 $1.17 Million
Q1 2022 May 09, 2022	BUY	$141.39 - $175.52 $88,085 - $109,348	623 Added 7.29%	9,172 $1.46 Million
Q4 2021 Jan 28, 2022	BUY	$148.06 - $176.65 $24,577 - $29,323	166 Added 1.98%	8,549 $1.49 Million
Q3 2021 Oct 27, 2021	BUY	$147.91 - $159.7 $121,582 - $131,273	822 Added 10.87%	8,383 $1.25 Million
Q2 2021 Aug 10, 2021	BUY	$131.31 - $147.82 $64,604 - $72,727	492 Added 6.96%	7,561 $1.12 Million
Q1 2021 May 06, 2021	BUY	$125.83 - $138.59 $31,709 - $34,924	252 Added 3.7%	7,069 $939,000
Q4 2020 Feb 04, 2021	BUY	$110.86 - $130.52 $14,411 - $16,967	130 Added 1.94%	6,817 $886,000
Q3 2020 Oct 28, 2020	SELL	$104.66 - $127.03 $14,024 - $17,022	-134 Reduced 1.96%	6,687 $780,000
Q1 2020 Apr 27, 2020	SELL	$70.4 - $102.79 $5,209 - $7,606	-74 Reduced 1.07%	6,821 $548,000
Q3 2019 Nov 08, 2019	SELL	$79.69 - $81.76 $32,274 - $33,112	-405 Reduced 5.55%	6,895 $555,000
Q2 2019 Aug 07, 2019	SELL	N/A	-696 Reduced 8.7%	7,300 $579,000
Q1 2019 May 08, 2019	SELL	N/A	-60 Reduced 0.74%	7,996 $592,000
Q4 2018 Feb 14, 2019	SELL	N/A	-84 Reduced 1.03%	8,056 $499,000
Q3 2018 Nov 13, 2018	SELL	N/A	-952 Reduced 10.47%	8,140 $613,000
Q2 2018 Aug 13, 2018	SELL	N/A	-434 Reduced 4.56%	9,092 $631,000
Q1 2018 May 15, 2018	BUY	N/A	457 Added 5.04%	9,526 $623,000
Q4 2017 Feb 09, 2018	SELL	N/A	-39 Reduced 0.43%	9,069 $580,000
Q3 2017 Oct 19, 2017	BUY	N/A	9,108	9,108 $538,000

Others Institutions Holding XLK

# of Institutions

2,401

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

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Avantax Planning Partners, Inc. Technology Sector Spdr Transaction History