Avantax Advisory Services, Inc. Industrial Sector Spdr Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 63,318 shares of XLI stock, worth $8.49 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

63,318

Previous 90,952 30.38%

Holding current value

$8.49 Million

Previous $11.1 Million 22.64%

% of portfolio

0.06%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$120.56 - $135.44 $3.33 Million - $3.74 Million	-27,634 Reduced 30.38%	63,318 $8.58 Million
Q2 2024 Aug 09, 2024	BUY	$120.47 - $125.94 $1.47 Million - $1.54 Million	12,201 Added 15.49%	90,952 $11.1 Million
Q1 2024 May 08, 2024	BUY	$110.23 - $125.96 $2.25 Million - $2.57 Million	20,419 Added 35.0%	78,751 $9.92 Million
Q4 2023 Feb 07, 2024	SELL	$96.44 - $114.13 $227,019 - $268,662	-2,354 Reduced 3.88%	58,332 $6.65 Million
Q3 2023 Nov 07, 2023	BUY	$100.74 - $110.75 $71,021 - $78,078	705 Added 1.18%	60,686 $6.15 Million
Q2 2023 Aug 11, 2023	BUY	$96.85 - $107.32 $181,884 - $201,546	1,878 Added 3.23%	59,981 $6.44 Million
Q1 2023 Apr 28, 2023	BUY	$96.51 - $103.67 $409,105 - $439,457	4,239 Added 7.87%	58,103 $5.88 Million
Q4 2022 Feb 13, 2023	SELL	$84.74 - $102.33 $1.04 Million - $1.25 Million	-12,224 Reduced 18.5%	53,864 $5.29 Million
Q3 2022 Nov 01, 2022	SELL	$82.84 - $100.53 $53,680 - $65,143	-648 Reduced 0.97%	66,088 $5.48 Million
Q2 2022 Aug 02, 2022	BUY	$85.56 - $102.18 $283,631 - $338,726	3,315 Added 5.23%	66,736 $5.83 Million
Q1 2022 Apr 27, 2022	BUY	$95.6 - $107.05 $163,189 - $182,734	1,707 Added 2.77%	63,421 $6.54 Million
Q4 2021 Jan 24, 2022	BUY	$98.64 - $107.12 $563,135 - $611,548	5,709 Added 10.19%	61,714 $6.53 Million
Q3 2021 Oct 21, 2021	SELL	$97.84 - $105.53 $108,993 - $117,560	-1,114 Reduced 1.95%	56,005 $5.47 Million
Q2 2021 Jul 29, 2021	BUY	$98.78 - $105.53 $1.03 Million - $1.1 Million	10,403 Added 22.27%	57,119 $5.86 Million
Q1 2021 May 13, 2021	BUY	$84.77 - $98.77 $2.14 Million - $2.49 Million	25,206 Added 117.18%	46,716 $4.6 Million
Q4 2020 Jan 22, 2021	SELL	$74.87 - $89.65 $646,128 - $773,679	-8,630 Reduced 28.63%	21,510 $1.9 Million
Q3 2020 Oct 14, 2020	BUY	$67.14 - $79.9 $1.42 Million - $1.69 Million	21,153 Added 235.37%	30,140 $2.32 Million
Q2 2020 Aug 06, 2020	SELL	$56.34 - $76.29 $36,057 - $48,825	-640 Reduced 6.65%	8,987 $619,000
Q1 2020 Apr 30, 2020	BUY	$48.77 - $85.23 $46,038 - $80,457	944 Added 10.87%	9,627 $570,000
Q4 2019 Feb 14, 2020	BUY	$74.07 - $82.5 $32,146 - $35,805	434 Added 5.26%	8,683 $701,000
Q3 2019 Nov 08, 2019	BUY	$77.22 - $79.35 $17,683 - $18,171	229 Added 2.86%	8,249 $640,000
Q2 2019 Aug 06, 2019	BUY	N/A	4,607 Added 134.98%	8,020 $621,000
Q1 2019 May 13, 2019	SELL	N/A	-393 Reduced 10.33%	3,413 $256,000
Q4 2018 Feb 13, 2019	BUY	N/A	3,806 New	3,806 $243,000

Others Institutions Holding XLI

# of Institutions

1,438

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Avantax Advisory Services, Inc. Industrial Sector Spdr Transaction History