SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,934 Value ($000) $10,184 Avg Close — Range —
Q3 2025
Shares 15,044 Value ($000) $10,022 Avg Close — Range —
Q2 2025
Shares 15,647 Value ($000) $9,668 Avg Close — Range —
Q1 2025
Shares 14,557 Value ($000) $8,143 Avg Close — Range —
Q4 2024
Shares 14,546 Value ($000) $8,525 Avg Close — Range —
Q3 2024
Shares 14,640 Value ($000) $8,400 Avg Close — Range —
Q2 2024
Shares 18,538 Value ($000) $10,089 Avg Close — Range —
Q1 2024
Shares 19,016 Value ($000) $9,947 Avg Close — Range —
Q4 2023
Shares 17,972 Value ($000) $8,542 Avg Close — Range —
Q3 2023
Shares 18,817 Value ($000) $8,044 Avg Close — Range —
Q2 2023
Shares 17,045 Value ($000) $7,556 Avg Close — Range —
Q1 2023
Shares 17,467 Value ($000) $7,151 Avg Close — Range —
Q4 2022
Shares 18,362 Value ($000) $7,022 Avg Close — Range —
Q3 2022
Shares 19,733 Value ($000) $7,048 Avg Close — Range —
Q2 2022
Shares 19,780 Value ($000) $7,462 Avg Close — Range —
Q1 2022
Shares 19,805 Value ($000) $8,945 Avg Close — Range —
Q4 2021
Shares 20,276 Value ($000) $9,630 Avg Close — Range —
Q3 2021
Shares 8,413 Value ($000) $3,610 Avg Close — Range —
Q2 2021
Shares 8,313 Value ($000) $3,558 Avg Close — Range —
Q1 2021
Shares 7,789 Value ($000) $3,087 Avg Close — Range —
Q4 2020
Shares 3,788 Value ($000) $1,416 Avg Close — Range —
Q3 2020
Shares 4,029 Value ($000) $1,349 Avg Close — Range —
Q2 2020
Shares 2,789 Value ($000) $860 Avg Close — Range —
Q1 2020
Shares 2,791 Value ($000) $719 Avg Close — Range —
Q4 2019
Shares 1,806 Value ($000) $581 Avg Close — Range —
Q3 2019
Shares 1,813 Value ($000) $538 Avg Close — Range —
Q2 2019
Shares 1,806 Value ($000) $536 Avg Close — Range —
Q1 2019
Shares 1,806 Value ($000) $510 Avg Close — Range —
Q4 2018
Shares 1,613 Value ($000) $403 Avg Close — Range —
Q3 2018
Shares 936 Value ($000) $272 Avg Close — Range —
Q2 2018
Shares 1,190 Value ($000) $323 Avg Close — Range —
Q1 2018
Shares 5,774 Value ($000) $1,519 Avg Close — Range —
Q4 2017
Shares 6,465 Value ($000) $1,725 Avg Close — Range —
Q3 2017
Shares 5,950 Value ($000) $1,495 Avg Close — Range —
Q2 2017
Shares 5,668 Value ($000) $1,370 Avg Close — Range —
Q1 2017
Shares 5,489 Value ($000) $1,294 Avg Close — Range —
Q4 2016
Shares 5,275 Value ($000) $1,179 Avg Close — Range —