Avantax Planning Partners, Inc. Spdr S&P 500 ETF Trust Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 15,044 shares of SPY stock, worth $10 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
15,044
Previous 15,647 3.85%
Holding current value
$10 Million
Previous $9.67 Million 3.67%
% of portfolio
0.29%
Previous 0.31%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$617.65 - $666.84 $372,442 - $402,104
-603 Reduced 3.85%
15,044 $10 Million
Q2 2025

Aug 11, 2025
BUY
$496.48 - $617.85 $541,163 - $673,456
1,090 Added 7.49%
15,647 $9.67 Million
Q1 2025

Apr 28, 2025
BUY
$551.42 - $612.93 $6,065 - $6,742
11 Added 0.08%
14,557 $8.14 Million
Q4 2024

Feb 07, 2025
SELL
$567.81 - $607.81 $53,374 - $57,134
-94 Reduced 0.64%
14,546 $8.53 Million
Q3 2024

Nov 13, 2024
SELL
$517.38 - $573.86 $2.02 Million - $2.24 Million
-3,898 Reduced 21.03%
14,640 $8.4 Million
Q2 2024

Aug 09, 2024
SELL
$495.16 - $548.49 $236,686 - $262,178
-478 Reduced 2.51%
18,538 $10.1 Million
Q1 2024

May 02, 2024
BUY
$467.28 - $523.17 $487,840 - $546,189
1,044 Added 5.81%
19,016 $9.95 Million
Q4 2023

Feb 09, 2024
SELL
$410.68 - $476.69 $347,024 - $402,803
-845 Reduced 4.49%
17,972 $8.54 Million
Q3 2023

Nov 03, 2023
BUY
$425.88 - $457.79 $754,659 - $811,203
1,772 Added 10.4%
18,817 $8.04 Million
Q2 2023

Jul 17, 2023
SELL
$404.36 - $443.28 $170,639 - $187,064
-422 Reduced 2.42%
17,045 $7.56 Million
Q1 2023

Apr 20, 2023
SELL
$379.5 - $416.78 $339,652 - $373,018
-895 Reduced 4.87%
17,467 $7.15 Million
Q4 2022

Feb 09, 2023
SELL
$357.63 - $407.42 $490,310 - $558,572
-1,371 Reduced 6.95%
18,362 $7.02 Million
Q3 2022

Oct 14, 2022
SELL
$357.18 - $429.7 $16,787 - $20,195
-47 Reduced 0.24%
19,733 $7.05 Million
Q2 2022

Jul 18, 2022
SELL
$365.86 - $456.8 $9,146 - $11,420
-25 Reduced 0.13%
19,780 $7.46 Million
Q1 2022

May 09, 2022
SELL
$416.25 - $477.71 $196,053 - $225,001
-471 Reduced 2.32%
19,805 $8.95 Million
Q4 2021

Jan 28, 2022
BUY
$428.64 - $477.48 $5.08 Million - $5.66 Million
11,863 Added 141.01%
20,276 $9.63 Million
Q3 2021

Oct 27, 2021
BUY
$424.97 - $453.19 $42,497 - $45,319
100 Added 1.2%
8,413 $3.61 Million
Q2 2021

Aug 10, 2021
BUY
$400.61 - $428.06 $209,919 - $224,303
524 Added 6.73%
8,313 $3.56 Million
Q1 2021

May 06, 2021
BUY
$368.79 - $397.26 $1.48 Million - $1.59 Million
4,001 Added 105.62%
7,789 $3.09 Million
Q4 2020

Feb 04, 2021
SELL
$326.54 - $373.88 $78,696 - $90,105
-241 Reduced 5.98%
3,788 $1.42 Million
Q3 2020

Oct 28, 2020
BUY
$310.52 - $357.7 $385,044 - $443,548
1,240 Added 44.46%
4,029 $1.35 Million
Q2 2020

Jul 15, 2020
SELL
$246.15 - $323.2 $492 - $646
-2 Reduced 0.07%
2,789 $860,000
Q1 2020

Apr 27, 2020
BUY
$222.95 - $338.34 $219,605 - $333,264
985 Added 54.54%
2,791 $719,000
Q4 2019

Jan 15, 2020
SELL
$288.06 - $322.94 $2,016 - $2,260
-7 Reduced 0.39%
1,806 $581,000
Q3 2019

Nov 08, 2019
BUY
$283.82 - $302.01 $1,986 - $2,114
7 Added 0.39%
1,813 $538,000
Q1 2019

May 08, 2019
BUY
$244.21 - $284.73 $47,132 - $54,952
193 Added 11.97%
1,806 $510,000
Q4 2018

Feb 14, 2019
BUY
$234.34 - $291.73 $158,648 - $197,501
677 Added 72.33%
1,613 $403,000
Q3 2018

Nov 13, 2018
SELL
$270.9 - $293.58 $68,808 - $74,569
-254 Reduced 21.34%
936 $272,000
Q2 2018

Aug 13, 2018
SELL
$257.47 - $278.92 $1.18 Million - $1.28 Million
-4,584 Reduced 79.39%
1,190 $323,000
Q1 2018

May 15, 2018
SELL
$257.63 - $286.58 $178,022 - $198,026
-691 Reduced 10.69%
5,774 $1.52 Million
Q4 2017

Feb 09, 2018
BUY
$252.32 - $268.2 $129,944 - $138,123
515 Added 8.66%
6,465 $1.73 Million
Q3 2017

Oct 19, 2017
BUY
$242.71 - $251.23 $1.44 Million - $1.49 Million
5,950
5,950 $1.5 Million

Others Institutions Holding SPY

# of Institutions
5,314
Shares Held
558M
Call Options Held
298M
Put Options Held
700M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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