Avantax Planning Partners, Inc. Financial Sector Spdr Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 11,969 shares of XLF stock, worth $627,774. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,969

Previous 13,255 9.7%

Holding current value

$627,774

Previous $694,000 7.2%

% of portfolio

0.02%

Previous 0.02%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$51.37 - $54.25 $66,061 - $69,765	-1,286 Reduced 9.7%	11,969 $644,000
Q2 2025 Aug 11, 2025	BUY	$43.92 - $52.37 $38,869 - $46,347	885 Added 7.15%	13,255 $694,000
Q1 2025 Apr 28, 2025	BUY	$47.32 - $52.19 $18,975 - $20,928	401 Added 3.35%	12,370 $616,000
Q4 2024 Feb 07, 2025	SELL	$44.89 - $51.34 $44 - $51	-1 Reduced 0.01%	11,969 $578,000
Q3 2024 Nov 13, 2024	SELL	$40.84 - $45.74 $138,733 - $155,378	-3,397 Reduced 22.11%	11,970 $542,000

Q2 2024 Aug 09, 2024	SELL	$39.59 - $42.49 $5,700 - $6,118	-144 Reduced 0.93%	15,367 $631,000
Q1 2024 May 02, 2024	SELL	$37.27 - $42.12 $16,846 - $19,038	-452 Reduced 2.83%	15,511 $653,000
Q2 2023 Jul 17, 2023	SELL	$31.55 - $33.71 $18,930 - $20,226	-600 Reduced 3.62%	15,963 $538,000
Q1 2023 Apr 20, 2023	BUY	$30.98 - $37.0 $13,166 - $15,725	425 Added 2.63%	16,563 $532,000
Q4 2022 Feb 09, 2023	SELL	$30.29 - $36.31 $9,844 - $11,800	-325 Reduced 1.97%	16,138 $551,000
Q3 2022 Oct 14, 2022	SELL	$30.36 - $35.81 $74,715 - $88,128	-2,461 Reduced 13.0%	16,463 $500,000
Q2 2022 Jul 18, 2022	BUY	$30.84 - $38.22 $2,559 - $3,172	83 Added 0.44%	18,924 $595,000
Q1 2022 May 09, 2022	SELL	$35.66 - $41.42 $6,062 - $7,041	-170 Reduced 0.89%	18,841 $722,000
Q4 2021 Jan 28, 2022	BUY	$37.54 - $40.62 $73,540 - $79,574	1,959 Added 11.49%	19,011 $742,000
Q3 2021 Oct 27, 2021	BUY	$35.11 - $39.0 $95,990 - $106,626	2,734 Added 19.09%	17,052 $640,000
Q2 2021 Aug 10, 2021	BUY	$34.47 - $38.47 $17,235 - $19,235	500 Added 3.62%	14,318 $525,000
Q1 2021 May 06, 2021	BUY	$28.95 - $34.77 $94,956 - $114,045	3,280 Added 31.13%	13,818 $471,000
Q4 2020 Feb 04, 2021	BUY	$23.61 - $29.48 $248,802 - $310,660	10,538 New	10,538 $311,000
Q2 2020 Jul 15, 2020	SELL	$19.55 - $26.74 $443,198 - $606,195	-22,670 Closed	0 $0
Q1 2020 Apr 27, 2020	SELL	$17.66 - $31.17 $457,976 - $808,331	-25,933 Reduced 53.36%	22,670 $472,000
Q2 2019 Aug 07, 2019	SELL	N/A	-15,286 Reduced 23.93%	48,603 $1.36 Million
Q1 2019 May 08, 2019	SELL	N/A	-75,990 Reduced 54.33%	63,889 $1.64 Million
Q4 2018 Feb 14, 2019	BUY	N/A	126,869 Added 975.17%	139,879 $3.33 Million
Q3 2018 Nov 13, 2018	BUY	N/A	564 Added 4.53%	13,010 $359,000
Q2 2018 Aug 13, 2018	SELL	N/A	-10,495 Reduced 45.75%	12,446 $331,000
Q1 2018 May 15, 2018	BUY	N/A	4,175 Added 22.25%	22,941 $632,000
Q4 2017 Feb 09, 2018	SELL	N/A	-1,298 Reduced 6.47%	18,766 $524,000
Q3 2017 Oct 19, 2017	BUY	N/A	20,064	20,064 $519,000

Others Institutions Holding XLF

# of Institutions

2,159

Shares Held

765M

Call Options Held

132M

Put Options Held

245M

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 Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. Financial Sector Spdr Transaction History