Avantax Advisory Services, Inc. Utilities Sector Spdr Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 243,244 shares of XLU stock, worth $21.6 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

243,244

Previous 177,438 37.09%

Holding current value

$21.6 Million

Previous $14 Million 41.98%

% of portfolio

0.11%

Previous 0.09%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$73.09 - $82.77 $4.81 Million - $5.45 Million	65,806 Added 37.09%	243,244 $19.9 Million
Q1 2025 May 06, 2025	BUY	$74.7 - $80.27 $8.96 Million - $9.63 Million	119,920 Added 208.49%	177,438 $14 Million
Q4 2024 Feb 07, 2025	SELL	$74.89 - $82.93 $219,877 - $243,482	-2,936 Reduced 4.86%	57,518 $4.35 Million
Q3 2024 Nov 13, 2024	SELL	$67.67 - $80.78 $993,733 - $1.19 Million	-14,685 Reduced 19.54%	60,454 $4.88 Million
Q2 2024 Aug 09, 2024	BUY	$62.77 - $72.87 $18,768 - $21,788	299 Added 0.4%	75,139 $5.12 Million

Q1 2024 May 08, 2024	SELL	$59.95 - $65.65 $150,414 - $164,715	-2,509 Reduced 3.24%	74,840 $4.91 Million
Q4 2023 Feb 07, 2024	BUY	$56.19 - $65.96 $44,390 - $52,108	790 Added 1.03%	77,349 $4.9 Million
Q3 2023 Nov 07, 2023	BUY	$58.83 - $68.46 $500,172 - $582,046	8,502 Added 12.49%	76,559 $4.51 Million
Q2 2023 Aug 11, 2023	BUY	$64.34 - $69.97 $812,228 - $883,301	12,624 Added 22.77%	68,057 $4.45 Million
Q1 2023 Apr 28, 2023	SELL	$63.7 - $72.08 $1.41 Million - $1.6 Million	-22,180 Reduced 28.58%	55,433 $3.75 Million
Q4 2022 Feb 13, 2023	SELL	$61.52 - $72.67 $614,092 - $725,391	-9,982 Reduced 11.4%	77,613 $5.47 Million
Q3 2022 Nov 01, 2022	BUY	$65.51 - $78.12 $1.23 Million - $1.47 Million	18,849 Added 27.42%	87,595 $5.74 Million
Q2 2022 Aug 02, 2022	BUY	$64.87 - $76.96 $2.59 Million - $3.07 Million	39,934 Added 138.6%	68,746 $4.82 Million
Q1 2022 Apr 27, 2022	SELL	$65.03 - $74.54 $374,702 - $429,499	-5,762 Reduced 16.67%	28,812 $2.15 Million
Q4 2021 Jan 24, 2022	SELL	$63.88 - $71.58 $234,950 - $263,271	-3,678 Reduced 9.62%	34,574 $2.48 Million
Q3 2021 Oct 21, 2021	BUY	$63.56 - $70.07 $274,897 - $303,052	4,325 Added 12.75%	38,252 $2.45 Million
Q2 2021 Jul 29, 2021	BUY	$63.23 - $67.72 $166,231 - $178,035	2,629 Added 8.4%	33,927 $2.15 Million
Q1 2021 May 13, 2021	SELL	$58.36 - $64.15 $328,275 - $360,843	-5,625 Reduced 15.23%	31,298 $2 Million
Q4 2020 Jan 22, 2021	SELL	$59.98 - $66.76 $4.05 Million - $4.5 Million	-67,477 Reduced 64.63%	36,923 $2.32 Million
Q3 2020 Oct 14, 2020	BUY	$56.7 - $61.49 $3.53 Million - $3.83 Million	62,321 Added 148.1%	104,400 $6.19 Million
Q2 2020 Aug 06, 2020	BUY	$51.79 - $62.83 $110,312 - $133,827	2,130 Added 5.33%	42,079 $2.39 Million
Q1 2020 Apr 30, 2020	SELL	$44.93 - $70.98 $567,870 - $897,116	-12,639 Reduced 24.03%	39,949 $2.22 Million
Q4 2019 Feb 14, 2020	BUY	$61.37 - $64.82 $943,931 - $996,996	15,381 Added 41.34%	52,588 $3.4 Million
Q3 2019 Nov 08, 2019	BUY	$62.5 - $64.93 $393,562 - $408,864	6,297 Added 20.37%	37,207 $2.41 Million
Q2 2019 Aug 06, 2019	BUY	N/A	9,779 Added 46.28%	30,910 $1.84 Million
Q1 2019 May 13, 2019	BUY	N/A	15,087 Added 249.62%	21,131 $1.23 Million
Q4 2018 Feb 13, 2019	BUY	N/A	6,044 New	6,044 $318,000

Others Institutions Holding XLU

# of Institutions

1,666

Shares Held

155M

Call Options Held

14.8M

Put Options Held

30.1M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Utilities Sector Spdr Transaction History