Avantax Advisory Services, Inc. Select Sector Spdr Fd Material Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 10,203 shares of XLB stock, worth $823,892. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,203

Previous 11,257 9.36%

Holding current value

$823,892

Previous $1.08 Million 20.85%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$83.8 - $97.58 $88,325 - $102,849	-1,054 Reduced 9.36%	10,203 $858,000
Q3 2024 Nov 13, 2024	SELL	$86.95 - $97.09 $714,468 - $797,788	-8,217 Reduced 42.19%	11,257 $1.08 Million
Q2 2024 Aug 09, 2024	BUY	$88.28 - $93.06 $474,858 - $500,569	5,379 Added 38.16%	19,474 $1.72 Million
Q1 2024 May 08, 2024	SELL	$80.98 - $92.89 $515,194 - $590,966	-6,362 Reduced 31.1%	14,095 $1.31 Million
Q4 2023 Feb 07, 2024	SELL	$74.46 - $86.21 $64,929 - $75,175	-872 Reduced 4.09%	20,457 $1.75 Million
Q3 2023 Nov 07, 2023	SELL	$77.84 - $85.72 $21,950 - $24,173	-282 Reduced 1.3%	21,329 $1.68 Million
Q2 2023 Aug 11, 2023	BUY	$75.02 - $82.87 $2,325 - $2,568	31 Added 0.14%	21,611 $1.79 Million
Q1 2023 Apr 28, 2023	SELL	$75.51 - $85.21 $359,276 - $405,429	-4,758 Reduced 18.07%	21,580 $1.74 Million
Q4 2022 Feb 13, 2023	SELL	$68.18 - $83.76 $376,012 - $461,936	-5,515 Reduced 17.31%	26,338 $2.05 Million
Q3 2022 Nov 01, 2022	SELL	$67.32 - $81.52 $64,357 - $77,933	-956 Reduced 2.91%	31,853 $2.17 Million
Q2 2022 Aug 02, 2022	BUY	$73.54 - $90.55 $1.34 Million - $1.65 Million	18,171 Added 124.14%	32,809 $2.42 Million
Q1 2022 Apr 27, 2022	BUY	$79.77 - $90.53 $88,066 - $99,945	1,104 Added 8.16%	14,638 $1.29 Million
Q4 2021 Jan 24, 2022	BUY	$80.02 - $90.61 $30,727 - $34,794	384 Added 2.92%	13,534 $1.23 Million
Q3 2021 Oct 21, 2021	SELL	$79.11 - $86.51 $188,598 - $206,239	-2,384 Reduced 15.35%	13,150 $1.04 Million
Q2 2021 Jul 29, 2021	BUY	$79.26 - $88.68 $193,235 - $216,201	2,438 Added 18.62%	15,534 $1.28 Million
Q1 2021 May 13, 2021	BUY	$70.64 - $79.69 $259,319 - $292,541	3,671 Added 38.95%	13,096 $1.03 Million
Q4 2020 Jan 22, 2021	SELL	$61.94 - $72.39 $791,283 - $924,782	-12,775 Reduced 57.55%	9,425 $684,000
Q3 2020 Oct 14, 2020	BUY	$56.47 - $66.87 $755,173 - $894,252	13,373 Added 151.5%	22,200 $1.41 Million
Q2 2020 Aug 06, 2020	BUY	$42.61 - $59.91 $4,175 - $5,871	98 Added 1.12%	8,827 $498,000
Q1 2020 Apr 30, 2020	SELL	$38.35 - $61.14 $6,557 - $10,454	-171 Reduced 1.92%	8,729 $394,000
Q4 2019 Feb 14, 2020	BUY	$55.13 - $61.42 $490,657 - $546,638	8,900 New	8,900 $546,000

Others Institutions Holding XLB

# of Institutions

952

Shares Held

62.1M

Call Options Held

9.93M

Put Options Held

12.9M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

More about XLB

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Avantax Advisory Services, Inc. Select Sector Spdr Fd Material Transaction History