SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 9,324 Value ($000) $398 Avg Close Range
Q3 2025
Shares 4,657 Value ($000) $406 Avg Close Range
Q2 2025
Shares 4,474 Value ($000) $365 Avg Close Range
Q1 2025
Shares 4,470 Value ($000) $352 Avg Close Range
Q4 2024
Shares 3,966 Value ($000) $300 Avg Close Range
Q3 2024
Shares 3,966 Value ($000) $320 Avg Close Range
Q2 2024
Shares 4,366 Value ($000) $297 Avg Close Range
Q1 2024
Shares 4,366 Value ($000) $287 Avg Close Range
Q4 2023
Shares 4,599 Value ($000) $291 Avg Close Range
Q3 2023
Shares 4,600 Value ($000) $271 Avg Close Range
Q2 2023
Shares 5,091 Value ($000) $333 Avg Close Range
Q1 2023
Shares 5,091 Value ($000) $345 Avg Close Range
Q4 2022
Shares 5,371 Value ($000) $379 Avg Close Range
Q3 2022
Shares 5,178 Value ($000) $339 Avg Close Range
Q2 2022
Shares 5,051 Value ($000) $354 Avg Close Range
Q1 2022
Shares 4,660 Value ($000) $347 Avg Close Range
Q4 2021
Shares 4,514 Value ($000) $323 Avg Close Range
Q3 2021
Shares 5,259 Value ($000) $336 Avg Close Range
Q2 2021
Shares 4,142 Value ($000) $262 Avg Close Range
Q1 2021
Shares 4,142 Value ($000) $265 Avg Close Range
Q4 2020
Shares 3,347 Value ($000) $210 Avg Close Range
Q3 2020
Shares 3,391 Value ($000) $201 Avg Close Range
Q4 2019
Shares 3,391 Value ($000) $219 Avg Close Range
Q3 2019
Shares 4,545 Value ($000) $294 Avg Close Range
Q2 2019
Shares 3,668 Value ($000) $223 Avg Close Range
Q1 2019
Shares 3,516 Value ($000) $205 Avg Close Range
Q3 2018
Shares 3,350 Value ($000) $176 Avg Close Range
Q1 2018
Shares 2,509 Value ($000) $127 Avg Close Range