Axxcess Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 17,955 shares of SDY stock, worth $2.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

17,955

Previous 18,381 2.32%

Holding current value

$2.4 Million

Previous $2.34 Million 9.11%

% of portfolio

0.07%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$125.95 - $142.04 $53,654 - $60,509	-426 Reduced 2.32%	17,955 $2.55 Million
Q2 2024 Aug 09, 2024	BUY	$124.6 - $132.46 $218,922 - $232,732	1,757 Added 10.57%	18,381 $2.34 Million
Q1 2024 May 14, 2024	SELL	$122.28 - $131.24 $531,428 - $570,369	-4,346 Reduced 20.72%	16,624 $2.18 Million
Q4 2023 Feb 06, 2024	SELL	$110.2 - $125.58 $30,745 - $35,036	-279 Reduced 1.31%	20,970 $2.62 Million
Q3 2023 Nov 14, 2023	BUY	$115.01 - $127.58 $542,847 - $602,177	4,720 Added 28.56%	21,249 $2.44 Million
Q2 2023 Aug 08, 2023	SELL	$117.3 - $124.97 $130,203 - $138,716	-1,110 Reduced 6.29%	16,529 $2.03 Million
Q1 2023 May 03, 2023	BUY	$117.74 - $132.18 $133,517 - $149,892	1,134 Added 6.87%	17,639 $2.18 Million
Q4 2022 Feb 16, 2023	BUY	$112.65 - $131.57 $213,584 - $249,456	1,896 Added 12.98%	16,505 $2.06 Million
Q4 2022 Feb 14, 2023	BUY	$112.65 - $131.57 $487,661 - $569,566	4,329 Added 42.11%	14,609 $1.83 Million
Q3 2022 Nov 14, 2022	BUY	$111.5 - $132.34 $751,175 - $891,574	6,737 Added 190.15%	10,280 $1.15 Million
Q1 2022 Aug 11, 2022	BUY	$121.65 - $130.75 $10,948 - $11,767	90 Added 2.61%	3,543 $454,000
Q4 2021 Aug 11, 2022	BUY	$118.81 - $129.12 $410,250 - $445,851	3,453 New	3,453 $446,000

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Axxcess Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History