SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

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

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

Q2 2025
Shares 1,644 Value ($000) $222 Avg Close — Range —
Q1 2025
Shares 1,881 Value ($000) $275 Avg Close — Range —
Q4 2024
Shares 2,005 Value ($000) $276 Avg Close — Range —
Q3 2024
Shares 1,429 Value ($000) $220 Avg Close — Range —
Q4 2023
Shares 1,506 Value ($000) $205 Avg Close — Range —
Q2 2023
Shares 1,615 Value ($000) $214 Avg Close — Range —
Q1 2023
Shares 1,615 Value ($000) $209 Avg Close — Range —
Q4 2022
Shares 1,615 Value ($000) $219 Avg Close — Range —
Q2 2022
Shares 1,852 Value ($000) $238 Avg Close — Range —
Q1 2022
Shares 1,724 Value ($000) $236 Avg Close — Range —
Q4 2021
Shares 1,546 Value ($000) $218 Avg Close — Range —
Q3 2021
Shares 1,612 Value ($000) $205 Avg Close — Range —
Q2 2021
Shares 1,603 Value ($000) $202 Avg Close — Range —
Q3 2018
Shares 2,191 Value ($000) $208 Avg Close — Range —
Q2 2018
Shares 2,700 Value ($000) $225 Avg Close — Range —
Q1 2018
Shares 3,195 Value ($000) $260 Avg Close — Range —
Q4 2017
Shares 3,211 Value ($000) $265 Avg Close — Range —
Q3 2017
Shares 3,310 Value ($000) $271 Avg Close — Range —
Q2 2017
Shares 3,310 Value ($000) $262 Avg Close — Range —
Q1 2017
Shares 2,887 Value ($000) $215 Avg Close — Range —