Avantax Planning Partners, Inc. Select Sector Spdr Consumer Di Transaction History

Avantax Planning Partners, Inc.

  • $3.1 Billion
  • Q2 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,759 shares of XLY stock, worth $550,779. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,759
Previous 2,753 0.22%
Holding current value
$550,779
Previous $506,000 0.59%
% of portfolio
0.02%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$169.76 - $184.45 $1,018 - $1,106
6 Added 0.22%
2,759 $503,000
Q4 2023

Feb 09, 2024
SELL
$148.04 - $181.41 $500,227 - $612,984
-3,379 Reduced 55.1%
2,753 $492,000
Q3 2023

Nov 03, 2023
SELL
$158.36 - $176.97 $5,700 - $6,370
-36 Reduced 0.58%
6,132 $987,000
Q2 2023

Jul 17, 2023
BUY
$143.54 - $169.81 $9,186 - $10,867
64 Added 1.05%
6,168 $1.05 Million
Q4 2022

Feb 09, 2023
BUY
$126.26 - $147.57 $384,840 - $449,793
3,048 Added 99.74%
6,104 $788,000
Q3 2022

Oct 14, 2022
SELL
$140.01 - $172.97 $20,021 - $24,734
-143 Reduced 4.47%
3,056 $435,000
Q2 2022

Jul 18, 2022
BUY
$134.63 - $189.39 $11,443 - $16,098
85 Added 2.73%
3,199 $440,000
Q1 2022

May 09, 2022
BUY
$163.19 - $210.31 $12,076 - $15,562
74 Added 2.43%
3,114 $576,000
Q4 2021

Jan 28, 2022
BUY
$179.37 - $211.42 $19,192 - $22,621
107 Added 3.65%
3,040 $621,000
Q3 2021

Oct 27, 2021
BUY
$175.93 - $185.89 $1,055 - $1,115
6 Added 0.2%
2,933 $526,000
Q2 2021

Aug 10, 2021
BUY
$166.65 - $179.87 $29,163 - $31,477
175 Added 6.36%
2,927 $523,000
Q1 2021

May 06, 2021
BUY
$155.83 - $173.21 $149,129 - $165,761
957 Added 53.31%
2,752 $463,000
Q2 2020

Jul 15, 2020
BUY
$92.41 - $133.25 $165,875 - $239,183
1,795 New
1,795 $229,000
Q1 2020

Apr 27, 2020
SELL
$87.45 - $132.32 $156,972 - $237,514
-1,795 Closed
0 $0
Q3 2019

Nov 08, 2019
SELL
$119.52 - $123.67 $17,928 - $18,550
-150 Reduced 7.71%
1,795 $217,000
Q2 2019

Aug 07, 2019
BUY
N/A
1,945 New
1,945 $237,000
Q4 2018

Feb 14, 2019
SELL
N/A
-2,255 Closed
0 $0
Q3 2018

Nov 13, 2018
SELL
N/A
-30 Reduced 1.31%
2,255 $264,000
Q2 2018

Aug 13, 2018
SELL
N/A
-541 Reduced 19.14%
2,285 $250,000
Q1 2018

May 15, 2018
BUY
N/A
144 Added 5.37%
2,826 $286,000
Q4 2017

Feb 09, 2018
SELL
N/A
-181 Reduced 6.32%
2,682 $265,000
Q3 2017

Oct 19, 2017
BUY
N/A
2,863
2,863 $258,000

Others Institutions Holding XLY

# of Institutions
1,276
Shares Held
81.5M
Call Options Held
5.83M
Put Options Held
12.5M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

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