Axxcess Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 21,576 shares of SPTM stock, worth $1.49 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
21,576
Previous 19,448 10.94%
Holding current value
$1.49 Million
Previous $1.36 Million 13.14%
% of portfolio
0.04%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$69.3 - $74.3 $147,470 - $158,110
2,128 Added 10.94%
21,576 $1.54 Million
Q3 2024

Nov 04, 2024
BUY
$63.28 - $70.06 $205,090 - $227,064
3,241 Added 20.0%
19,448 $1.36 Million
Q2 2024

Aug 09, 2024
BUY
$60.69 - $66.83 $720,511 - $793,405
11,872 Added 273.86%
16,207 $1.08 Million
Q1 2024

May 14, 2024
SELL
$57.38 - $64.15 $320,352 - $358,149
-5,583 Reduced 56.29%
4,335 $278,000
Q4 2023

Feb 06, 2024
SELL
$50.31 - $58.65 $2,917 - $3,401
-58 Reduced 0.58%
9,918 $579,000
Q3 2023

Nov 14, 2023
BUY
$52.22 - $56.31 $3,133 - $3,378
60 Added 0.61%
9,976 $523,000
Q2 2023

Aug 08, 2023
SELL
$49.75 - $54.44 $3,333 - $3,647
-67 Reduced 0.67%
9,916 $539,000
Q1 2023

May 03, 2023
BUY
$46.97 - $51.65 $234,145 - $257,475
4,985 Added 99.74%
9,983 $503,000
Q4 2022

Feb 14, 2023
SELL
$44.09 - $50.41 $274,857 - $314,255
-6,234 Reduced 55.5%
4,998 $236,000
Q3 2022

Nov 14, 2022
SELL
$44.11 - $53.04 $33,126 - $39,833
-751 Reduced 6.27%
11,232 $495,000
Q2 2022

Aug 11, 2022
BUY
$45.19 - $56.15 $541,511 - $672,845
11,983 New
11,983 $557,000

Others Institutions Holding SPTM

# of Institutions
681
Shares Held
93.5M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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