Axxcess Wealth Management, LLC Spdr Portfolio S&P 500 High Di 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 500 High Di stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 6,361 shares of SPYD stock, worth $284,209. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,361

Previous 6,361 -0.0%

Holding current value

$284,209

Previous $255,000 13.73%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$38.1 - $41.42 $38 - $41	1 Added 0.02%	6,361 $255,000
Q1 2024 May 14, 2024	SELL	$37.72 - $40.71 $6,940 - $7,490	-184 Reduced 2.81%	6,360 $258,000
Q4 2023 Feb 06, 2024	SELL	$33.0 - $39.88 $14,157 - $17,108	-429 Reduced 6.15%	6,544 $256,000
Q3 2023 Nov 14, 2023	BUY	$34.75 - $38.84 $242,311 - $270,831	6,973 New	6,973 $244,000
Q3 2022 Nov 14, 2022	BUY	$35.47 - $43.38 $1.55 Million - $1.89 Million	43,651 Added 583.26%	51,135 $1.81 Million
Q2 2022 Aug 11, 2022	SELL	$38.63 - $45.45 $175,109 - $206,024	-4,533 Reduced 37.72%	7,484 $299,000
Q1 2022 Aug 11, 2022	BUY	$41.75 - $44.47 $501,709 - $534,395	12,017 New	12,017 $528,000

Others Institutions Holding SPYD

# of Institutions

474

Shares Held

47.4M

Call Options Held

68.6K

Put Options Held

13K

View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

Ticker SPYD
Sector ETFs
Industry ETFs

More about SPYD

Track This Portfolio

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.

Account

Axxcess Wealth Management, LLC Spdr Portfolio S&P 500 High Di Transaction History