Avantax Advisory Services, Inc. Energy Sector Spdr Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 221,825 shares of XLE stock, worth $20.2 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

221,825

Previous 208,946 6.16%

Holding current value

$20.2 Million

Previous $18.3 Million 3.58%

% of portfolio

0.12%

Previous 0.12%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$83.32 - $97.27 $1.07 Million - $1.25 Million	12,879 Added 6.16%	221,825 $19 Million
Q3 2024 Nov 13, 2024	SELL	$84.35 - $93.39 $4 Million - $4.42 Million	-47,379 Reduced 18.48%	208,946 $18.3 Million
Q2 2024 Aug 09, 2024	BUY	$88.04 - $98.08 $708,105 - $788,857	8,043 Added 3.24%	256,325 $23.4 Million
Q1 2024 May 08, 2024	SELL	$79.91 - $94.41 $3.92 Million - $4.63 Million	-49,073 Reduced 16.5%	248,282 $23.4 Million
Q4 2023 Feb 07, 2024	BUY	$81.2 - $91.96 $1.93 Million - $2.18 Million	23,708 Added 8.66%	297,355 $24.9 Million
Q3 2023 Nov 07, 2023	SELL	$79.09 - $93.36 $1.42 Million - $1.68 Million	-17,950 Reduced 6.16%	273,647 $24.7 Million
Q2 2023 Aug 11, 2023	SELL	$76.59 - $87.23 $750,582 - $854,854	-9,800 Reduced 3.25%	291,597 $23.7 Million
Q1 2023 Apr 28, 2023	SELL	$76.97 - $93.11 $512,697 - $620,205	-6,661 Reduced 2.16%	301,397 $25 Million
Q4 2022 Feb 13, 2023	BUY	$76.09 - $94.08 $1.21 Million - $1.49 Million	15,847 Added 5.42%	308,058 $26.9 Million
Q3 2022 Nov 01, 2022	SELL	$67.49 - $84.09 $6.71 Million - $8.36 Million	-99,452 Reduced 25.39%	292,211 $21 Million
Q2 2022 Aug 02, 2022	BUY	$70.66 - $92.28 $6.26 Million - $8.18 Million	88,632 Added 29.25%	391,663 $28 Million
Q1 2022 Apr 27, 2022	BUY	$57.22 - $78.75 $2.73 Million - $3.75 Million	47,639 Added 18.65%	303,031 $23.2 Million
Q4 2021 Jan 24, 2022	BUY	$53.01 - $59.14 $1.38 Million - $1.54 Million	26,114 Added 11.39%	255,392 $14.2 Million
Q3 2021 Oct 21, 2021	BUY	$45.79 - $54.81 $1.02 Million - $1.22 Million	22,207 Added 10.72%	229,278 $12 Million
Q2 2021 Jul 29, 2021	BUY	$47.07 - $56.19 $535,844 - $639,666	11,384 Added 5.82%	207,071 $11.2 Million
Q1 2021 May 13, 2021	BUY	$37.96 - $53.57 $1.12 Million - $1.57 Million	29,383 Added 17.67%	195,687 $9.6 Million
Q4 2020 Jan 22, 2021	SELL	$27.71 - $41.6 $2.05 Million - $3.08 Million	-74,057 Reduced 30.81%	166,304 $6.31 Million
Q3 2020 Oct 14, 2020	BUY	$29.95 - $38.58 $3.18 Million - $4.1 Million	106,235 Added 79.21%	240,361 $7.18 Million
Q2 2020 Aug 06, 2020	BUY	$27.62 - $46.86 $658,433 - $1.12 Million	23,839 Added 21.62%	134,126 $5.08 Million
Q1 2020 Apr 30, 2020	SELL	$23.57 - $60.87 $77,073 - $199,044	-3,270 Reduced 2.88%	110,287 $3.21 Million
Q4 2019 Feb 14, 2020	BUY	$55.9 - $61.99 $2.45 Million - $2.72 Million	43,809 Added 62.81%	113,557 $6.82 Million
Q3 2019 Nov 08, 2019	BUY	$59.2 - $63.13 $305,531 - $325,813	5,161 Added 7.99%	69,748 $4.12 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-5,465 Reduced 7.8%	64,587 $4.12 Million
Q1 2019 May 13, 2019	BUY	N/A	14,561 Added 26.24%	70,052 $4.63 Million
Q4 2018 Feb 13, 2019	BUY	N/A	55,491 New	55,491 $3.19 Million

Others Institutions Holding XLE

# of Institutions

2,172

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Avantax Advisory Services, Inc. Energy Sector Spdr Transaction History