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

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 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 1,995 shares of XLY stock, worth $467,767. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,995

Previous 2,759 27.69%

Holding current value

$467,767

Previous $503,000 20.68%

% of portfolio

0.01%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$170.05 - $200.86 $129,918 - $153,457	-764 Reduced 27.69%	1,995 $399,000
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

1,297

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

18M

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About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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