Axxcess Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 92,267 shares of SPIB stock, worth $3.06 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

92,267

Previous 60,136 53.43%

Holding current value

$3.06 Million

Previous $2.03 Million 49.09%

% of portfolio

0.08%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$32.65 - $33.68 $1.05 Million - $1.08 Million	32,131 Added 53.43%	92,267 $3.02 Million
Q3 2024 Nov 04, 2024	BUY	$32.36 - $33.78 $314,345 - $328,138	9,714 Added 19.27%	60,136 $2.03 Million
Q2 2024 Aug 09, 2024	SELL	$32.02 - $32.68 $804,886 - $821,477	-25,137 Reduced 33.27%	50,422 $1.64 Million
Q1 2024 May 14, 2024	BUY	$32.38 - $32.91 $154,744 - $157,276	4,779 Added 6.75%	75,559 $2.47 Million
Q4 2023 Feb 06, 2024	SELL	$30.91 - $32.89 $25,717 - $27,364	-832 Reduced 1.16%	70,780 $2.32 Million
Q3 2023 Nov 14, 2023	SELL	$31.4 - $32.25 $9,608 - $9,868	-306 Reduced 0.43%	71,612 $2.25 Million
Q2 2023 Aug 08, 2023	SELL	$31.95 - $32.66 $1.23 Million - $1.26 Million	-38,521 Reduced 34.88%	71,918 $2.31 Million
Q1 2023 May 03, 2023	SELL	$31.67 - $32.83 $6,840 - $7,091	-216 Reduced 0.2%	110,439 $3.59 Million
Q4 2022 Feb 16, 2023	SELL	$30.74 - $32.36 $3,688 - $3,883	-120 Reduced 0.11%	110,655 $3.52 Million
Q4 2022 Feb 14, 2023	BUY	$30.74 - $32.36 $3.07 Million - $3.23 Million	99,769 Added 906.5%	110,775 $3.53 Million
Q3 2022 Nov 14, 2022	BUY	$31.11 - $33.37 $342,396 - $367,270	11,006 New	11,006 $345,000
Q2 2022 Aug 11, 2022	SELL	$32.03 - $34.08 $1.5 Million - $1.6 Million	-46,968 Closed	0 $0
Q1 2022 Aug 11, 2022	BUY	$33.91 - $36.04 $136,216 - $144,772	4,017 Added 9.35%	46,968 $1.6 Million
Q4 2021 Aug 11, 2022	BUY	$35.97 - $36.6 $1.54 Million - $1.57 Million	42,951 New	42,951 $1.55 Million

Others Institutions Holding SPIB

# of Institutions

602

Shares Held

243M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Axxcess Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History