Axxcess Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 68,202 shares of SPSM stock, worth $3.32 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
68,202
Previous 78,066 12.64%
Holding current value
$3.32 Million
Previous $3.24 Million 4.29%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 04, 2024
SELL
$41.02 - $46.01 $404,621 - $453,842
-9,864 Reduced 12.64%
68,202 $3.1 Million
Q2 2024

Aug 09, 2024
BUY
$39.75 - $43.15 $799,690 - $868,091
20,118 Added 34.72%
78,066 $3.24 Million
Q1 2024

May 14, 2024
BUY
$39.85 - $43.04 $236,350 - $255,270
5,931 Added 11.4%
57,948 $2.49 Million
Q4 2023

Feb 06, 2024
SELL
$34.3 - $42.83 $378,603 - $472,757
-11,038 Reduced 17.51%
52,017 $2.19 Million
Q3 2023

Nov 14, 2023
BUY
$36.35 - $41.02 $1.19 Million - $1.34 Million
32,784 Added 108.3%
63,055 $2.33 Million
Q2 2023

Aug 08, 2023
SELL
$35.57 - $38.94 $314,723 - $344,541
-8,848 Reduced 22.62%
30,271 $1.18 Million
Q1 2023

May 03, 2023
BUY
$36.04 - $42.08 $1.14 Million - $1.33 Million
31,653 Added 423.96%
39,119 $1.48 Million
Q4 2022

Feb 14, 2023
SELL
$34.79 - $39.85 $551,665 - $631,901
-15,857 Reduced 67.99%
7,466 $276,000
Q3 2022

Nov 14, 2022
SELL
$33.99 - $41.52 $395,813 - $483,500
-11,645 Reduced 33.3%
23,323 $794,000
Q2 2022

Aug 11, 2022
BUY
$34.83 - $42.53 $599,250 - $731,728
17,205 Added 96.86%
34,968 $1.26 Million
Q1 2022

Aug 11, 2022
BUY
$39.91 - $45.5 $208,609 - $237,828
5,227 Added 41.7%
17,763 $747,000
Q4 2021

Aug 11, 2022
BUY
$42.23 - $46.94 $529,395 - $588,439
12,536 New
12,536 $560,000

Others Institutions Holding SPSM

# of Institutions
889
Shares Held
197M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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