Axim Planning & Wealth Spdr S&P 500 ETF Trust Transaction History

Axim Planning & Wealth

$107 Million
Q2 2025

A detailed history of Axim Planning & Wealth transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Axim Planning & Wealth holds 393 shares of SPY stock, worth $259,631. This represents 0.23% of its overall portfolio holdings.

Number of Shares

393

Holding current value

$259,631

% of portfolio

0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$496.48 - $617.85 $195,116 - $242,815	393 New	393 $242,000
Q1 2024 Apr 24, 2024	SELL	$467.28 - $523.17 $166,818 - $186,771	-357 Reduced 47.04%	402 $210,000
Q4 2023 Jan 25, 2024	BUY	$410.68 - $476.69 $311,706 - $361,807	759 New	759 $360,000
Q4 2022 Feb 08, 2023	BUY	$357.63 - $407.42 $66,876 - $76,187	187 Added 49.87%	562 $214,000
Q3 2022 Nov 14, 2022	BUY	$357.18 - $429.7 $123,941 - $149,105	347 Added 1239.29%	375 $134,000
Q2 2022 Oct 13, 2022	BUY	$365.86 - $456.8 $10,244 - $12,790	28 New	28 $11,000

Others Institutions Holding SPY

# of Institutions

5,208

Shares Held

630M

Call Options Held

380M

Put Options Held

724M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Axim Planning & Wealth Spdr S&P 500 ETF Trust Transaction History