Avantax Advisory Services, Inc. Financial Sector Spdr Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 336,408 shares of XLF stock, worth $17.6 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

336,408

Previous 332,177 1.27%

Holding current value

$17.6 Million

Previous $16.5 Million 6.48%

% of portfolio

0.1%

Previous 0.1%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$43.92 - $52.37 $185,825 - $221,577	4,231 Added 1.27%	336,408 $17.6 Million
Q1 2025 May 06, 2025	BUY	$47.32 - $52.19 $881,524 - $972,247	18,629 Added 5.94%	332,177 $16.5 Million
Q4 2024 Feb 07, 2025	SELL	$44.89 - $51.34 $149,932 - $171,475	-3,340 Reduced 1.05%	313,548 $15.2 Million
Q3 2024 Nov 13, 2024	SELL	$40.84 - $45.74 $8.07 Million - $9.03 Million	-197,489 Reduced 38.39%	316,888 $14.4 Million
Q2 2024 Aug 09, 2024	BUY	$39.59 - $42.49 $1.97 Million - $2.12 Million	49,790 Added 10.72%	514,377 $21.1 Million

Q1 2024 May 08, 2024	BUY	$37.27 - $42.12 $2.76 Million - $3.12 Million	73,992 Added 18.94%	464,587 $19.6 Million
Q4 2023 Feb 07, 2024	BUY	$31.45 - $37.72 $162,722 - $195,163	5,174 Added 1.34%	390,595 $14.7 Million
Q3 2023 Nov 07, 2023	SELL	$33.17 - $35.6 $472,009 - $506,588	-14,230 Reduced 3.56%	385,421 $12.8 Million
Q2 2023 Aug 11, 2023	BUY	$31.55 - $33.71 $197,376 - $210,889	6,256 Added 1.59%	399,651 $13.5 Million
Q1 2023 Apr 28, 2023	SELL	$30.98 - $37.0 $4.23 Million - $5.05 Million	-136,504 Reduced 25.76%	393,395 $12.6 Million
Q4 2022 Feb 13, 2023	SELL	$30.29 - $36.31 $1.04 Million - $1.25 Million	-34,300 Reduced 6.08%	529,899 $18.1 Million
Q3 2022 Nov 01, 2022	SELL	$30.36 - $35.81 $2.44 Million - $2.88 Million	-80,383 Reduced 12.47%	564,199 $17.1 Million
Q2 2022 Aug 02, 2022	BUY	$30.84 - $38.22 $4.38 Million - $5.42 Million	141,889 Added 28.23%	644,582 $20.3 Million
Q1 2022 Apr 27, 2022	BUY	$35.66 - $41.42 $3.54 Million - $4.11 Million	99,155 Added 24.57%	502,693 $19.3 Million
Q4 2021 Jan 24, 2022	BUY	$37.54 - $40.62 $2.82 Million - $3.05 Million	75,041 Added 22.84%	403,538 $15.8 Million
Q3 2021 Oct 21, 2021	BUY	$35.11 - $39.0 $3.56 Million - $3.95 Million	101,372 Added 44.63%	328,497 $12.3 Million
Q2 2021 Jul 29, 2021	BUY	$34.47 - $38.47 $1.15 Million - $1.28 Million	33,309 Added 17.19%	227,125 $8.32 Million
Q1 2021 May 13, 2021	BUY	$28.95 - $34.77 $2.65 Million - $3.18 Million	91,551 Added 89.52%	193,816 $6.62 Million
Q4 2020 Jan 22, 2021	SELL	$23.61 - $29.48 $4.01 Million - $5 Million	-169,713 Reduced 62.4%	102,265 $3.02 Million
Q3 2020 Oct 14, 2020	BUY	$22.68 - $25.49 $1.05 Million - $1.18 Million	46,482 Added 20.61%	271,978 $6.55 Million
Q2 2020 Aug 06, 2020	BUY	$19.55 - $26.74 $2.23 Million - $3.04 Million	113,870 Added 102.01%	225,496 $5.21 Million
Q1 2020 Apr 30, 2020	SELL	$17.66 - $31.17 $126,057 - $222,491	-7,138 Reduced 6.01%	111,626 $2.32 Million
Q4 2019 Feb 14, 2020	BUY	$26.78 - $30.94 $987,967 - $1.14 Million	36,892 Added 45.06%	118,764 $3.65 Million
Q3 2019 Nov 08, 2019	BUY	$27.86 - $28.52 $62,462 - $63,941	2,242 Added 2.82%	81,872 $2.3 Million
Q2 2019 Aug 06, 2019	BUY	N/A	21,758 Added 37.6%	79,630 $2.2 Million
Q1 2019 May 13, 2019	BUY	N/A	4,409 Added 8.25%	57,872 $1.49 Million
Q4 2018 Feb 13, 2019	BUY	N/A	53,463 New	53,463 $1.27 Million

Others Institutions Holding XLF

# of Institutions

2,169

Shares Held

763M

Call Options Held

132M

Put Options Held

244M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Financial Sector Spdr Transaction History