Avantax Advisory Services, Inc. Spdr Ssga Us Small Cap Low Vol Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 13,614 shares of SMLV stock, worth $1.75 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,614

Previous 13,971 2.56%

Holding current value

$1.75 Million

Previous $1.54 Million 10.02%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$108.3 - $128.14 $38,663 - $45,745	-357 Reduced 2.56%	13,614 $1.69 Million
Q2 2024 Aug 09, 2024	BUY	$103.54 - $113.03 $511,176 - $558,029	4,937 Added 54.65%	13,971 $1.54 Million
Q1 2024 May 08, 2024	SELL	$105.26 - $112.11 $26,630 - $28,363	-253 Reduced 2.72%	9,034 $1.01 Million
Q4 2023 Feb 07, 2024	SELL	$93.59 - $114.07 $140,291 - $170,990	-1,499 Reduced 13.9%	9,287 $1.04 Million
Q3 2023 Nov 07, 2023	BUY	$98.22 - $109.61 $116,881 - $130,435	1,190 Added 12.4%	10,786 $1.07 Million
Q2 2023 Aug 11, 2023	SELL	$97.31 - $107.13 $10,801 - $11,891	-111 Reduced 1.14%	9,596 $991,000
Q1 2023 Apr 28, 2023	BUY	$101.27 - $116.11 $20,051 - $22,989	198 Added 2.08%	9,707 $1.02 Million
Q4 2022 Feb 13, 2023	BUY	$99.86 - $114.25 $73,197 - $83,745	733 Added 8.35%	9,509 $1.02 Million
Q3 2022 Nov 01, 2022	BUY	$98.74 - $116.0 $13,132 - $15,428	133 Added 1.54%	8,776 $867,000
Q2 2022 Aug 02, 2022	SELL	$100.61 - $115.32 $301,830 - $345,960	-3,000 Reduced 25.77%	8,643 $901,000
Q1 2022 Apr 27, 2022	BUY	$110.83 - $120.8 $10,196 - $11,113	92 Added 0.8%	11,643 $1.33 Million
Q4 2021 Jan 24, 2022	SELL	$112.84 - $121.42 $100,540 - $108,185	-891 Reduced 7.16%	11,551 $1.38 Million
Q3 2021 Oct 21, 2021	BUY	$108.48 - $115.98 $22,129 - $23,659	204 Added 1.67%	12,442 $1.4 Million
Q2 2021 Jul 29, 2021	SELL	$111.22 - $117.06 $15,682 - $16,505	-141 Reduced 1.14%	12,238 $1.38 Million
Q1 2021 May 13, 2021	SELL	$94.11 - $116.98 $61,077 - $75,920	-649 Reduced 4.98%	12,379 $1.38 Million
Q4 2020 Jan 22, 2021	SELL	$76.38 - $96.63 $857,976 - $1.09 Million	-11,233 Reduced 46.3%	13,028 $1.25 Million
Q3 2020 Oct 14, 2020	SELL	$71.58 - $81.95 $8.31 Million - $9.52 Million	-116,116 Reduced 82.72%	24,261 $1.84 Million
Q2 2020 Aug 06, 2020	BUY	$58.89 - $86.67 $1.41 Million - $2.07 Million	23,906 Added 20.53%	140,377 $10.7 Million
Q1 2020 Apr 30, 2020	BUY	$57.86 - $101.27 $797,021 - $1.39 Million	13,775 Added 13.41%	116,471 $7.7 Million
Q4 2019 Feb 14, 2020	BUY	$92.59 - $100.97 $9.51 Million - $10.4 Million	102,696 New	102,696 $10.3 Million

Others Institutions Holding SMLV

# of Institutions

Shares Held

779K

Call Options Held

Put Options Held

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About SPDR SSGA US SMALL CAP LOW VOL

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Avantax Advisory Services, Inc. Spdr Ssga Us Small Cap Low Vol Transaction History