SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 10,738 Value ($000) $588 Avg Close — Range —
Q3 2025
Shares 11,969 Value ($000) $645 Avg Close — Range —
Q2 2025
Shares 13,255 Value ($000) $694 Avg Close — Range —
Q1 2025
Shares 12,370 Value ($000) $616 Avg Close — Range —
Q4 2024
Shares 11,969 Value ($000) $578 Avg Close — Range —
Q3 2024
Shares 11,970 Value ($000) $542 Avg Close — Range —
Q2 2024
Shares 15,367 Value ($000) $632 Avg Close — Range —
Q1 2024
Shares 15,511 Value ($000) $653 Avg Close — Range —
Q4 2023
Shares 15,963 Value ($000) $600 Avg Close — Range —
Q3 2023
Shares 15,963 Value ($000) $529 Avg Close — Range —
Q2 2023
Shares 15,963 Value ($000) $538 Avg Close — Range —
Q1 2023
Shares 16,563 Value ($000) $533 Avg Close — Range —
Q4 2022
Shares 16,138 Value ($000) $552 Avg Close — Range —
Q3 2022
Shares 16,463 Value ($000) $500 Avg Close — Range —
Q2 2022
Shares 18,924 Value ($000) $595 Avg Close — Range —
Q1 2022
Shares 18,841 Value ($000) $722 Avg Close — Range —
Q4 2021
Shares 19,011 Value ($000) $742 Avg Close — Range —
Q3 2021
Shares 17,052 Value ($000) $640 Avg Close — Range —
Q2 2021
Shares 14,318 Value ($000) $525 Avg Close — Range —
Q1 2021
Shares 13,818 Value ($000) $471 Avg Close — Range —
Q4 2020
Shares 10,538 Value ($000) $311 Avg Close — Range —
Q1 2020
Shares 22,670 Value ($000) $472 Avg Close — Range —
Q4 2019
Shares 48,603 Value ($000) $1,496 Avg Close — Range —
Q3 2019
Shares 48,603 Value ($000) $1,361 Avg Close — Range —
Q2 2019
Shares 48,603 Value ($000) $1,362 Avg Close — Range —
Q1 2019
Shares 63,889 Value ($000) $1,643 Avg Close — Range —
Q4 2018
Shares 139,879 Value ($000) $3,332 Avg Close — Range —
Q3 2018
Shares 13,010 Value ($000) $359 Avg Close — Range —
Q2 2018
Shares 12,446 Value ($000) $331 Avg Close — Range —
Q1 2018
Shares 22,941 Value ($000) $632 Avg Close — Range —
Q4 2017
Shares 18,766 Value ($000) $524 Avg Close — Range —
Q3 2017
Shares 20,064 Value ($000) $519 Avg Close — Range —
Q2 2017
Shares 20,503 Value ($000) $506 Avg Close — Range —
Q1 2017
Shares 19,758 Value ($000) $469 Avg Close — Range —
Q4 2016
Shares 16,599 Value ($000) $386 Avg Close — Range —