Avantax Advisory Services, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 33,715 shares of SPEM stock, worth $1.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

33,715

Previous 26,270 28.34%

Holding current value

$1.6 Million

Previous $1.03 Million 39.26%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$34.72 - $42.74 $258,490 - $318,199	7,445 Added 28.34%	33,715 $1.44 Million
Q1 2025 May 06, 2025	BUY	$37.07 - $40.63 $99,681 - $109,254	2,689 Added 11.4%	26,270 $1.03 Million
Q4 2024 Feb 07, 2025	BUY	$38.37 - $42.82 $222,737 - $248,570	5,805 Added 32.66%	23,581 $904,000
Q3 2024 Nov 13, 2024	BUY	$36.02 - $41.68 $34,903 - $40,387	969 Added 5.77%	17,776 $733,000
Q2 2024 Aug 09, 2024	BUY	$35.3 - $38.79 $38,512 - $42,319	1,091 Added 6.94%	16,807 $633,000

Q1 2024 May 08, 2024	BUY	$33.69 - $36.47 $69,131 - $74,836	2,052 Added 15.02%	15,716 $568,000
Q4 2023 Feb 07, 2024	SELL	$32.26 - $35.46 $23,969 - $26,346	-743 Reduced 5.16%	13,664 $483,000
Q3 2023 Nov 07, 2023	BUY	$33.36 - $36.37 $17,080 - $18,621	512 Added 3.68%	14,407 $483,000
Q2 2023 Aug 11, 2023	SELL	$33.2 - $35.75 $32,602 - $35,106	-982 Reduced 6.6%	13,895 $477,000
Q1 2023 Apr 28, 2023	BUY	$32.49 - $36.44 $107,346 - $120,397	3,304 Added 28.55%	14,877 $507,000
Q4 2022 Feb 13, 2023	SELL	$30.18 - $34.51 $51,517 - $58,908	-1,707 Reduced 12.85%	11,573 $381,000
Q3 2022 Nov 01, 2022	BUY	$31.04 - $35.55 $42,369 - $48,525	1,365 Added 11.46%	13,280 $412,000
Q2 2022 Aug 02, 2022	SELL	$33.85 - $40.03 $35,204 - $41,631	-1,040 Reduced 8.03%	11,915 $414,000
Q1 2022 Apr 27, 2022	SELL	$35.69 - $43.02 $69,809 - $84,147	-1,956 Reduced 13.12%	12,955 $501,000
Q4 2021 Jan 24, 2022	BUY	$40.07 - $44.51 $58,622 - $65,118	1,463 Added 10.88%	14,911 $619,000
Q3 2021 Oct 21, 2021	SELL	$41.44 - $45.27 $106,086 - $115,891	-2,560 Reduced 15.99%	13,448 $571,000
Q2 2021 Jul 29, 2021	SELL	$42.87 - $46.35 $104,216 - $112,676	-2,431 Reduced 13.18%	16,008 $728,000
Q1 2021 May 13, 2021	SELL	$42.41 - $47.37 $57,592 - $64,328	-1,358 Reduced 6.86%	18,439 $807,000
Q4 2020 Jan 22, 2021	SELL	$36.44 - $42.49 $148,347 - $172,976	-4,071 Reduced 17.06%	19,797 $837,000
Q3 2020 Oct 14, 2020	BUY	$33.84 - $37.9 $166,628 - $186,619	4,924 Added 25.99%	23,868 $872,000
Q2 2020 Aug 06, 2020	BUY	$27.38 - $34.3 $120,827 - $151,365	4,413 Added 30.37%	18,944 $637,000
Q1 2020 Apr 30, 2020	SELL	$25.76 - $38.65 $475,787 - $713,865	-18,470 Reduced 55.97%	14,531 $410,000
Q4 2019 Feb 14, 2020	BUY	$33.84 - $38.03 $210,281 - $236,318	6,214 Added 23.2%	33,001 $1.24 Million
Q3 2019 Nov 08, 2019	BUY	$34.28 - $35.36 $552,182 - $569,578	16,108 Added 150.84%	26,787 $917,000
Q2 2019 Aug 06, 2019	BUY	N/A	2,089 Added 24.32%	10,679 $382,000
Q1 2019 May 13, 2019	BUY	N/A	8,590 New	8,590 $307,000

Others Institutions Holding SPEM

# of Institutions

986

Shares Held

241M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Avantax Advisory Services, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History