Axxcess Wealth Management, LLC Spdr Portfolio Transaction History

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 14,975 shares of SPMD stock, worth $789,032. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,975

Previous 13,941 7.42%

Holding current value

$789,032

Previous $762,000 0.52%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$50.21 - $57.73 $51,917 - $59,692	1,034 Added 7.42%	14,975 $766,000
Q4 2024 Feb 10, 2025	SELL	$54.13 - $59.56 $110,208 - $121,264	-2,036 Reduced 12.74%	13,941 $762,000
Q3 2024 Nov 04, 2024	SELL	$50.29 - $54.92 $75,183 - $82,105	-1,495 Reduced 8.56%	15,977 $873,000
Q2 2024 Aug 09, 2024	BUY	$49.54 - $53.39 $9,065 - $9,770	183 Added 1.06%	17,472 $896,000
Q1 2024 May 14, 2024	SELL	$47.16 - $53.34 $248,627 - $281,208	-5,272 Reduced 23.37%	17,289 $922,000
Q4 2023 Feb 06, 2024	BUY	$40.76 - $49.2 $177,265 - $213,970	4,349 Added 23.88%	22,561 $1.1 Million
Q3 2023 Nov 14, 2023	SELL	$43.23 - $47.8 $162,155 - $179,297	-3,751 Reduced 17.08%	18,212 $797,000
Q2 2023 Aug 08, 2023	BUY	$42.21 - $45.89 $458,062 - $497,998	10,852 Added 97.67%	21,963 $1.01 Million
Q1 2023 May 03, 2023	BUY	$41.67 - $47.74 $60,629 - $69,461	1,455 Added 15.07%	11,111 $488,000
Q4 2022 Feb 14, 2023	SELL	$39.32 - $45.21 $197,386 - $226,954	-5,020 Reduced 34.21%	9,656 $410,000
Q3 2022 Nov 14, 2022	BUY	$38.55 - $46.17 $54,663 - $65,469	1,418 Added 10.7%	14,676 $566,000
Q2 2022 Aug 11, 2022	BUY	$38.67 - $47.45 $234,804 - $288,116	6,072 Added 84.5%	13,258 $526,000
Q1 2022 Aug 11, 2022	SELL	$44.15 - $50.14 $44 - $50	-1 Reduced 0.01%	7,186 $339,000
Q4 2021 Aug 11, 2022	BUY	$46.63 - $50.95 $335,129 - $366,177	7,187 New	7,187 $357,000

Others Institutions Holding SPMD

# of Institutions

734

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Axxcess Wealth Management, LLC Spdr Portfolio Transaction History