A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 158,840 shares of SPTS stock, worth $4.59 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
158,840
Previous 175,296 9.39%
Holding current value
$4.59 Million
Previous $5.06 Million 7.69%
% of portfolio
0.03%
Previous 0.04%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$28.75 - $29.46 $473,110 - $484,793
-16,456 Reduced 9.39%
158,840 $4.67 Million
Q2 2024

Aug 09, 2024

BUY
$28.65 - $28.88 $735,646 - $741,551
25,677 Added 17.16%
175,296 $5.06 Million
Q1 2024

May 08, 2024

SELL
$28.84 - $29.16 $451,057 - $456,062
-15,640 Reduced 9.46%
149,619 $4.33 Million
Q4 2023

Feb 07, 2024

BUY
$28.59 - $29.06 $16,925 - $17,203
592 Added 0.36%
165,259 $4.8 Million
Q3 2023

Nov 07, 2023

SELL
$28.66 - $28.88 $214,147 - $215,791
-7,472 Reduced 4.34%
164,667 $4.73 Million
Q2 2023

Aug 11, 2023

BUY
$28.78 - $29.3 $211,446 - $215,267
7,347 Added 4.46%
172,139 $4.96 Million
Q1 2023

Apr 28, 2023

BUY
$28.64 - $29.36 $3.61 Million - $3.7 Million
126,105 Added 325.96%
164,792 $4.82 Million
Q4 2022

Feb 13, 2023

SELL
$28.7 - $29.07 $2.2 Million - $2.23 Million
-76,729 Reduced 66.48%
38,687 $1.12 Million
Q3 2022

Nov 01, 2022

BUY
$28.84 - $29.57 $168,425 - $172,688
5,840 Added 5.33%
115,416 $3.34 Million
Q2 2022

Aug 02, 2022

SELL
$29.16 - $29.7 $18,954 - $19,305
-650 Reduced 0.59%
109,576 $3.23 Million
Q1 2022

Apr 27, 2022

SELL
$29.62 - $30.41 $1.4 Million - $1.43 Million
-47,160 Reduced 29.96%
110,226 $3.27 Million
Q4 2021

Jan 24, 2022

BUY
$30.42 - $30.64 $393,026 - $395,868
12,920 Added 8.94%
157,386 $4.79 Million
Q3 2021

Oct 21, 2021

SELL
$30.62 - $30.7 $2.21 Million - $2.21 Million
-72,114 Reduced 33.3%
144,466 $4.44 Million
Q2 2021

Jul 29, 2021

BUY
$30.62 - $30.7 $3.17 Million - $3.17 Million
103,373 Added 91.31%
216,580 $6.64 Million
Q1 2021

May 13, 2021

BUY
$30.64 - $30.7 $634,707 - $635,950
20,715 Added 22.4%
113,207 $3.47 Million
Q4 2020

Jan 22, 2021

SELL
$30.65 - $30.71 $1.83 Million - $1.84 Million
-59,789 Reduced 39.26%
92,492 $2.84 Million
Q3 2020

Oct 14, 2020

BUY
$30.69 - $30.73 $2.16 Million - $2.17 Million
70,536 Added 86.29%
152,281 $4.67 Million
Q2 2020

Aug 06, 2020

BUY
$30.66 - $30.74 $170,653 - $171,098
5,566 Added 7.31%
81,745 $2.51 Million
Q1 2020

Apr 30, 2020

BUY
$29.96 - $30.72 $342,203 - $350,883
11,422 Added 17.64%
76,179 $2.34 Million
Q4 2019

Feb 14, 2020

BUY
$29.91 - $30.1 $1.94 Million - $1.95 Million
64,757 New
64,757 $1.93 Million

Others Institutions Holding SPTS

About SPDR PORTFOLIO SHORT TERM TREA


  • Ticker SPTS
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