Avantax Advisory Services, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 441,220 shares of SPYV stock, worth $24.8 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

441,220

Previous 437,088 0.95%

Holding current value

$24.8 Million

Previous $22.3 Million 3.45%

% of portfolio

0.13%

Previous 0.14%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$45.11 - $52.34 $186,394 - $216,268	4,132 Added 0.95%	441,220 $23.1 Million
Q1 2025 May 06, 2025	BUY	$49.78 - $53.19 $4.32 Million - $4.61 Million	86,760 Added 24.77%	437,088 $22.3 Million
Q4 2024 Feb 07, 2025	BUY	$51.09 - $55.27 $659,520 - $713,480	12,909 Added 3.83%	350,328 $17.9 Million
Q3 2024 Nov 13, 2024	BUY	$48.51 - $52.86 $1.45 Million - $1.58 Million	29,807 Added 9.69%	337,419 $17.8 Million
Q2 2024 Aug 09, 2024	BUY	$47.37 - $50.09 $1.14 Million - $1.21 Million	24,163 Added 8.52%	307,612 $15 Million

Q1 2024 May 08, 2024	BUY	$45.88 - $50.1 $767,939 - $838,573	16,738 Added 6.28%	283,449 $14.2 Million
Q4 2023 Feb 07, 2024	BUY	$39.63 - $46.73 $924,013 - $1.09 Million	23,316 Added 9.58%	266,711 $12.4 Million
Q3 2023 Nov 07, 2023	BUY	$41.15 - $44.69 $1.22 Million - $1.32 Million	29,590 Added 13.84%	243,395 $10 Million
Q2 2023 Aug 11, 2023	BUY	$40.17 - $43.27 $1.08 Million - $1.16 Million	26,886 Added 14.38%	213,805 $9.24 Million
Q1 2023 Apr 28, 2023	BUY	$38.68 - $42.77 $114,763 - $126,898	2,967 Added 1.61%	186,919 $7.61 Million
Q4 2022 Feb 13, 2023	BUY	$34.79 - $40.71 $1.15 Million - $1.34 Million	32,975 Added 21.84%	183,952 $7.15 Million
Q3 2022 Nov 01, 2022	BUY	$34.49 - $40.43 $1.09 Million - $1.28 Million	31,684 Added 26.56%	150,977 $5.21 Million
Q2 2022 Aug 02, 2022	BUY	$35.93 - $42.52 $1.35 Million - $1.6 Million	37,581 Added 45.99%	119,293 $4.39 Million
Q1 2022 Apr 27, 2022	BUY	$39.54 - $42.64 $1.01 Million - $1.09 Million	25,567 Added 45.54%	81,712 $3.41 Million
Q4 2021 Jan 24, 2022	BUY	$39.14 - $42.04 $314,411 - $337,707	8,033 Added 16.7%	56,145 $2.36 Million
Q3 2021 Oct 21, 2021	BUY	$38.51 - $40.73 $600,486 - $635,102	15,593 Added 47.95%	48,112 $1.88 Million
Q2 2021 Jul 29, 2021	BUY	$38.15 - $40.6 $1.01 Million - $1.08 Million	26,545 Added 444.34%	32,519 $1.29 Million
Q1 2021 May 13, 2021	BUY	$33.86 - $38.29 $202,279 - $228,744	5,974 New	5,974 $226,000
Q4 2020 Jan 22, 2021	SELL	$29.5 - $34.42 $228,625 - $266,755	-7,750 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$28.64 - $31.68 $221,960 - $245,520	7,750 New	7,750 $234,000

Others Institutions Holding SPYV

# of Institutions

1,179

Shares Held

475M

Call Options Held

127K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Avantax Advisory Services, Inc. Spdr Portfolio S&P 500 Value E Transaction History