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

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	SELL	$25.3 - $25.89 $158,074 - $161,760	-6,248 Reduced 42.62%	8,413 $215,000
Q4 2023 Feb 07, 2024	SELL	$24.42 - $25.87 $7,203 - $7,631	-295 Reduced 1.97%	14,661 $374,000
Q3 2023 Nov 07, 2023	SELL	$24.77 - $25.83 $666,659 - $695,188	-26,914 Reduced 64.28%	14,956 $371,000
Q2 2023 Aug 11, 2023	SELL	$25.7 - $26.69 $445,920 - $463,098	-17,351 Reduced 29.3%	41,870 $1.08 Million
Q1 2023 Apr 28, 2023	SELL	$25.69 - $26.67 $220,754 - $229,175	-8,593 Reduced 12.67%	59,221 $1.58 Million
Q4 2022 Feb 13, 2023	SELL	$25.28 - $26.67 $687,135 - $724,917	-27,181 Reduced 28.61%	67,814 $1.75 Million
Q3 2022 Nov 01, 2022	SELL	$25.36 - $28.61 $424,805 - $479,246	-16,751 Reduced 14.99%	94,995 $2.41 Million
Q2 2022 Aug 02, 2022	SELL	$27.4 - $29.93 $309,181 - $337,730	-11,284 Reduced 9.17%	111,746 $3.08 Million
Q1 2022 Apr 27, 2022	BUY	$29.85 - $31.38 $2.26 Million - $2.37 Million	75,627 Added 159.54%	123,030 $3.72 Million
Q4 2021 Jan 24, 2022	BUY	$31.08 - $31.92 $428,935 - $440,527	13,801 Added 41.07%	47,403 $1.49 Million
Q3 2021 Oct 21, 2021	BUY	$30.98 - $31.82 $559,529 - $574,701	18,061 Added 116.22%	33,602 $1.05 Million
Q2 2021 Jul 29, 2021	BUY	$30.43 - $31.14 $472,912 - $483,946	15,541 New	15,541 $484,000
Q4 2020 Jan 22, 2021	SELL	$30.37 - $31.17 $260,422 - $267,282	-8,575 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$30.15 - $31.13 $258,536 - $266,939	8,575 New	8,575 $265,000

Others Institutions Holding SPIP

# of Institutions

230

Shares Held

21.5M

Call Options Held

25.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$90.9 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$35.7 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.16M
Shares

$29.3 Million
0.76% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.4 Million
0.05% of portfolio

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