SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q4 2025
Shares 2,906 Value ($000) $347 Avg Close Range
Q3 2025
Shares 1,989 Value ($000) $477 Avg Close Range
Q2 2025
Shares 1,989 Value ($000) $432 Avg Close Range
Q1 2025
Shares 1,989 Value ($000) $393 Avg Close Range
Q4 2024
Shares 2,303 Value ($000) $517 Avg Close Range
Q3 2024
Shares 1,995 Value ($000) $400 Avg Close Range
Q2 2024
Shares 2,759 Value ($000) $503 Avg Close Range
Q1 2024
Shares 2,753 Value ($000) $506 Avg Close Range
Q4 2023
Shares 2,753 Value ($000) $492 Avg Close Range
Q3 2023
Shares 6,132 Value ($000) $987 Avg Close Range
Q2 2023
Shares 6,168 Value ($000) $1,047 Avg Close Range
Q1 2023
Shares 6,104 Value ($000) $913 Avg Close Range
Q4 2022
Shares 6,104 Value ($000) $788 Avg Close Range
Q3 2022
Shares 3,056 Value ($000) $435 Avg Close Range
Q2 2022
Shares 3,199 Value ($000) $440 Avg Close Range
Q1 2022
Shares 3,114 Value ($000) $576 Avg Close Range
Q4 2021
Shares 3,040 Value ($000) $621 Avg Close Range
Q3 2021
Shares 2,933 Value ($000) $526 Avg Close Range
Q2 2021
Shares 2,927 Value ($000) $523 Avg Close Range
Q1 2021
Shares 2,752 Value ($000) $463 Avg Close Range
Q4 2020
Shares 1,795 Value ($000) $289 Avg Close Range
Q3 2020
Shares 1,795 Value ($000) $264 Avg Close Range
Q2 2020
Shares 1,795 Value ($000) $229 Avg Close Range
Q4 2019
Shares 1,795 Value ($000) $225 Avg Close Range
Q3 2019
Shares 1,795 Value ($000) $217 Avg Close Range
Q2 2019
Shares 1,945 Value ($000) $237 Avg Close Range
Q3 2018
Shares 2,255 Value ($000) $264 Avg Close Range
Q2 2018
Shares 2,285 Value ($000) $250 Avg Close Range
Q1 2018
Shares 2,826 Value ($000) $286 Avg Close Range
Q4 2017
Shares 2,682 Value ($000) $265 Avg Close Range
Q3 2017
Shares 2,863 Value ($000) $258 Avg Close Range
Q2 2017
Shares 2,863 Value ($000) $257 Avg Close Range
Q1 2017
Shares 2,377 Value ($000) $209 Avg Close Range