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 $1.59 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
21,576
Previous 19,448 10.94%
Holding current value
$1.59 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
670
Shares Held
92.6M
Call Options Held
11.9K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email