AAS
Avantax Advisory Services’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Buy |
336,408
+4,231
| +1% | +$222K | 0.1% | 164 |
|
|
2025
Q1 | $16.5M | Buy |
332,177
+18,629
| +6% | +$928K | 0.1% | 154 |
|
|
2024
Q4 | $15.2M | Sell |
313,548
-3,340
| -1% | -$161K | 0.1% | 158 |
|
|
2024
Q3 | $14.4M | Sell |
316,888
-197,489
| -38% | -$8.95M | 0.09% | 163 |
|
|
2024
Q2 | $21.1M | Buy |
514,377
+49,790
| +11% | +$2.05M | 0.15% | 105 |
|
|
2024
Q1 | $19.6M | Buy |
464,587
+73,992
| +19% | +$3.12M | 0.17% | 94 |
|
|
2023
Q4 | $14.7M | Buy |
390,595
+5,174
| +1% | +$195K | 0.15% | 113 |
|
|
2023
Q3 | $12.8M | Sell |
385,421
-14,230
| -4% | -$472K | 0.14% | 112 |
|
|
2023
Q2 | $13.5M | Buy |
399,651
+6,256
| +2% | +$211K | 0.15% | 110 |
|
|
2023
Q1 | $12.6M | Sell |
393,395
-136,504
| -26% | -$4.39M | 0.15% | 110 |
|
|
2022
Q4 | $18.1M | Sell |
529,899
-34,300
| -6% | -$1.17M | 0.24% | 61 |
|
|
2022
Q3 | $17.1M | Sell |
564,199
-80,383
| -12% | -$2.44M | 0.26% | 55 |
|
|
2022
Q2 | $20.3M | Buy |
644,582
+141,889
| +28% | +$4.46M | 0.31% | 46 |
|
|
2022
Q1 | $19.3M | Buy |
502,693
+99,155
| +25% | +$3.8M | 0.27% | 60 |
|
|
2021
Q4 | $15.8M | Buy |
403,538
+75,041
| +23% | +$2.93M | 0.24% | 68 |
|
|
2021
Q3 | $12.3M | Buy |
328,497
+101,372
| +45% | +$3.81M | 0.21% | 78 |
|
|
2021
Q2 | $8.32M | Buy |
227,125
+33,309
| +17% | +$1.22M | 0.15% | 109 |
|
|
2021
Q1 | $6.62M | Buy |
193,816
+91,551
| +90% | +$3.13M | 0.14% | 116 |
|
|
2020
Q4 | $3.02M | Sell |
102,265
-169,713
| -62% | -$5.01M | 0.07% | 189 |
|
|
2020
Q3 | $6.55M | Buy |
271,978
+46,482
| +21% | +$1.12M | 0.11% | 164 |
|
|
2020
Q2 | $5.21M | Buy |
225,496
+113,870
| +102% | +$2.63M | 0.15% | 109 |
|
|
2020
Q1 | $2.32M | Sell |
111,626
-7,138
| -6% | -$148K | 0.07% | 168 |
|
|
2019
Q4 | $3.65M | Buy |
118,764
+36,892
| +45% | +$1.13M | 0.08% | 143 |
|
|
2019
Q3 | $2.3M | Buy |
81,872
+2,242
| +3% | +$62.8K | 0.09% | 114 |
|
|
2019
Q2 | $2.2M | Buy |
79,630
+21,758
| +38% | +$601K | 0.1% | 104 |
|
|
2019
Q1 | $1.49M | Buy |
57,872
+4,409
| +8% | +$113K | 0.08% | 135 |
|
|
2018
Q4 | $1.27M | Buy |
+53,463
| New | +$1.27M | 0.21% | 111 |
|