A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 27,807 shares of SPLG stock, worth $1.96 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
27,807
Previous 37,184 25.22%
Holding current value
$1.96 Million
Previous $2.38 Million 21.1%
% of portfolio
0.05%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$60.84 - $67.51 $570,496 - $633,041
-9,377 Reduced 25.22%
27,807 $1.88 Million
Q2 2024

Aug 09, 2024

BUY
$58.24 - $64.51 $314,204 - $348,031
5,395 Added 16.97%
37,184 $2.38 Million
Q1 2024

May 14, 2024

SELL
$54.97 - $61.53 $203,389 - $227,661
-3,700 Reduced 10.43%
31,789 $1.96 Million
Q4 2023

Feb 06, 2024

SELL
$48.29 - $56.08 $187,365 - $217,590
-3,880 Reduced 9.86%
35,489 $1.98 Million
Q3 2023

Nov 14, 2023

BUY
$50.09 - $53.81 $1.38 Million - $1.48 Million
27,592 Added 234.29%
39,369 $1.98 Million
Q2 2023

Aug 08, 2023

SELL
$47.56 - $52.11 $223,627 - $245,021
-4,702 Reduced 28.53%
11,777 $613,000
Q1 2023

May 03, 2023

BUY
$44.61 - $48.99 $7,182 - $7,887
161 Added 0.99%
16,479 $793,000
Q4 2022

Feb 14, 2023

SELL
$41.93 - $47.9 $76,648 - $87,561
-1,828 Reduced 10.07%
16,318 $733,000
Q3 2022

Nov 14, 2022

SELL
$41.99 - $50.54 $104,849 - $126,198
-2,497 Reduced 12.1%
18,146 $762,000
Q2 2022

Aug 11, 2022

BUY
$43.16 - $53.73 $146,226 - $182,037
3,388 Added 19.63%
20,643 $915,000
Q1 2022

Aug 11, 2022

BUY
$48.98 - $56.19 $105,845 - $121,426
2,161 Added 14.32%
17,255 $917,000
Q4 2021

Aug 11, 2022

BUY
$50.43 - $56.16 $761,190 - $847,679
15,094 New
15,094 $843,000

Others Institutions Holding SPLG

About SPDR PORTFOLIO S&P 500 ETF (MA


  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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