Avantax Planning Partners, Inc. Utilities Sector Spdr Transaction History

Avantax Planning Partners, Inc.

  • $3.1 Billion
  • Q2 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 4,366 shares of XLU stock, worth $346,136. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,366
Previous 4,366 -0.0%
Holding current value
$346,136
Previous $286,000 3.85%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$59.95 - $65.65 $13,968 - $15,296
-233 Reduced 5.07%
4,366 $286,000
Q4 2023

Feb 09, 2024
SELL
$56.19 - $65.96 $56 - $65
-1 Reduced 0.02%
4,599 $291,000
Q3 2023

Nov 03, 2023
SELL
$58.83 - $68.46 $28,885 - $33,613
-491 Reduced 9.64%
4,600 $271,000
Q1 2023

Apr 20, 2023
SELL
$63.7 - $72.08 $17,836 - $20,182
-280 Reduced 5.21%
5,091 $344,000
Q4 2022

Feb 09, 2023
BUY
$61.52 - $72.67 $11,873 - $14,025
193 Added 3.73%
5,371 $378,000
Q3 2022

Oct 14, 2022
BUY
$65.51 - $78.12 $8,319 - $9,921
127 Added 2.51%
5,178 $339,000
Q2 2022

Jul 18, 2022
BUY
$64.87 - $76.96 $25,364 - $30,091
391 Added 8.39%
5,051 $354,000
Q1 2022

May 09, 2022
BUY
$65.03 - $74.54 $9,494 - $10,882
146 Added 3.23%
4,660 $347,000
Q4 2021

Jan 28, 2022
SELL
$63.88 - $71.58 $47,590 - $53,327
-745 Reduced 14.17%
4,514 $323,000
Q3 2021

Oct 27, 2021
BUY
$63.56 - $70.07 $70,996 - $78,268
1,117 Added 26.97%
5,259 $336,000
Q1 2021

May 06, 2021
BUY
$58.36 - $64.15 $46,396 - $50,999
795 Added 23.75%
4,142 $265,000
Q4 2020

Feb 04, 2021
SELL
$59.98 - $66.76 $2,639 - $2,937
-44 Reduced 1.3%
3,347 $210,000
Q3 2020

Oct 28, 2020
BUY
$56.7 - $61.49 $192,269 - $208,512
3,391 New
3,391 $201,000
Q1 2020

Apr 27, 2020
SELL
$44.93 - $70.98 $152,357 - $240,693
-3,391 Closed
0 $0
Q4 2019

Jan 15, 2020
SELL
$61.37 - $64.82 $70,820 - $74,802
-1,154 Reduced 25.39%
3,391 $219,000
Q3 2019

Nov 08, 2019
BUY
$62.5 - $64.93 $54,812 - $56,943
877 Added 23.91%
4,545 $294,000
Q2 2019

Aug 07, 2019
BUY
N/A
152 Added 4.32%
3,668 $223,000
Q1 2019

May 08, 2019
BUY
N/A
3,516 New
3,516 $205,000
Q4 2018

Feb 14, 2019
SELL
N/A
-3,350 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
3,350 New
3,350 $176,000
Q2 2018

Aug 13, 2018
SELL
N/A
-2,509 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
2,509 New
2,509 $127,000

Others Institutions Holding XLU

# of Institutions
1,422
Shares Held
166M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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