SPDR SER TR

Ticker: SLYV CUSIP: 78464A300 Class: S&P 600 SMCP VAL

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

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

Q4 2025
Shares 188,433 Value ($000) $17,142 Avg Close Range
Q3 2025
Shares 196,682 Value ($000) $17,436 Avg Close Range
Q2 2025
Shares 202,222 Value ($000) $16,129 Avg Close Range
Q1 2025
Shares 153,312 Value ($000) $12,020 Avg Close Range
Q4 2024
Shares 136,802 Value ($000) $11,936 Avg Close Range
Q3 2024
Shares 139,659 Value ($000) $12,125 Avg Close Range
Q2 2024
Shares 173,490 Value ($000) $13,586 Avg Close Range
Q1 2024
Shares 217,708 Value ($000) $18,063 Avg Close Range
Q4 2023
Shares 228,621 Value ($000) $19,046 Avg Close Range
Q3 2023
Shares 297,451 Value ($000) $21,527 Avg Close Range
Q2 2023
Shares 292,986 Value ($000) $22,616 Avg Close Range
Q1 2023
Shares 311,617 Value ($000) $23,739 Avg Close Range
Q4 2022
Shares 269,105 Value ($000) $19,973 Avg Close Range
Q3 2022
Shares 231,818 Value ($000) $15,564 Avg Close Range
Q2 2022
Shares 240,567 Value ($000) $17,419 Avg Close Range
Q1 2022
Shares 119,905 Value ($000) $9,992 Avg Close Range
Q4 2021
Shares 69,672 Value ($000) $5,903 Avg Close Range
Q3 2021
Shares 42,515 Value ($000) $3,484 Avg Close Range
Q1 2020
Shares 18,770 Value ($000) $767 Avg Close Range
Q4 2019
Shares 17,823 Value ($000) $1,171 Avg Close Range
Q3 2019
Shares 27,662 Value ($000) $1,695 Avg Close Range
Q2 2019
Shares 27,662 Value ($000) $1,669 Avg Close Range
Q1 2019
Shares 31,390 Value ($000) $1,893 Avg Close Range
Q4 2018
Shares 30,401 Value ($000) $1,636 Avg Close Range
Q3 2018
Shares 31,816 Value ($000) $2,172 Avg Close Range
Q2 2018
Shares 34,670 Value ($000) $2,316 Avg Close Range
Q1 2018
Shares 20,544 Value ($000) $2,537 Avg Close Range
Q4 2017
Shares 29,675 Value ($000) $3,731 Avg Close Range
Q3 2017
Shares 35,735 Value ($000) $4,516 Avg Close Range
Q2 2017
Shares 33,418 Value ($000) $3,986 Avg Close Range
Q1 2017
Shares 19,936 Value ($000) $2,353 Avg Close Range
Q4 2016
Shares 8,242 Value ($000) $981 Avg Close Range