Avantax Planning Partners, Inc. Spdr S&P 600 Small Cap Value E Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 139,659 shares of SLYV stock, worth $12.3 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

139,659

Previous 173,490 19.5%

Holding current value

$12.3 Million

Previous $13.6 Million 10.75%

% of portfolio

0.44%

Previous 0.44%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$77.23 - $87.97 $2.61 Million - $2.98 Million	-33,831 Reduced 19.5%	139,659 $12.1 Million
Q2 2024 Aug 09, 2024	SELL	$76.01 - $82.53 $3.36 Million - $3.65 Million	-44,218 Reduced 20.31%	173,490 $13.6 Million
Q1 2024 May 02, 2024	SELL	$77.43 - $82.98 $844,993 - $905,560	-10,913 Reduced 4.77%	217,708 $18.1 Million
Q4 2023 Feb 09, 2024	SELL	$66.67 - $84.55 $4.59 Million - $5.82 Million	-68,830 Reduced 23.14%	228,621 $19 Million
Q3 2023 Nov 03, 2023	BUY	$71.19 - $81.84 $317,863 - $365,415	4,465 Added 1.52%	297,451 $21.5 Million
Q2 2023 Jul 17, 2023	SELL	$71.23 - $78.02 $1.33 Million - $1.45 Million	-18,631 Reduced 5.98%	292,986 $22.6 Million
Q1 2023 Apr 20, 2023	BUY	$72.3 - $86.64 $3.07 Million - $3.68 Million	42,512 Added 15.8%	311,617 $23.7 Million
Q4 2022 Feb 09, 2023	BUY	$68.86 - $79.8 $2.57 Million - $2.98 Million	37,287 Added 16.08%	269,105 $20 Million
Q3 2022 Oct 14, 2022	SELL	$67.14 - $82.32 $587,407 - $720,217	-8,749 Reduced 3.64%	231,818 $15.6 Million
Q2 2022 Jul 18, 2022	BUY	$70.38 - $84.1 $8.49 Million - $10.1 Million	120,662 Added 100.63%	240,567 $17.4 Million
Q1 2022 May 09, 2022	BUY	$78.85 - $87.08 $3.96 Million - $4.37 Million	50,233 Added 72.1%	119,905 $9.99 Million
Q4 2021 Jan 28, 2022	BUY	$80.48 - $90.28 $2.19 Million - $2.45 Million	27,157 Added 63.88%	69,672 $5.9 Million
Q3 2021 Oct 27, 2021	BUY	$78.25 - $86.49 $3.33 Million - $3.68 Million	42,515 New	42,515 $3.48 Million
Q2 2020 Jul 15, 2020	SELL	$37.01 - $56.66 $694,677 - $1.06 Million	-18,770 Closed	0 $0
Q1 2020 Apr 27, 2020	BUY	$35.74 - $66.24 $33,845 - $62,729	947 Added 5.31%	18,770 $767,000
Q4 2019 Jan 15, 2020	SELL	$58.81 - $66.14 $578,631 - $650,751	-9,839 Reduced 35.57%	17,823 $1.17 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-3,728 Reduced 11.88%	27,662 $1.67 Million
Q1 2019 May 08, 2019	BUY	N/A	989 Added 3.25%	31,390 $1.89 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-1,415 Reduced 4.45%	30,401 $1.64 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-2,854 Reduced 8.23%	31,816 $2.17 Million
Q2 2018 Aug 13, 2018	BUY	N/A	14,126 Added 68.76%	34,670 $2.32 Million
Q1 2018 May 15, 2018	SELL	N/A	-9,131 Reduced 30.77%	20,544 $2.54 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-6,060 Reduced 16.96%	29,675 $3.73 Million
Q3 2017 Oct 19, 2017	BUY	N/A	35,735	35,735 $4.52 Million

Others Institutions Holding SLYV

# of Institutions

591

Shares Held

31.3M

Call Options Held

Put Options Held

800

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About SPDR S&P 600 SMALL CAP VALUE E

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Avantax Planning Partners, Inc. Spdr S&P 600 Small Cap Value E Transaction History