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

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

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 6,362 shares of SPYD stock, worth $270,257. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,362

Previous 6,362 -0.0%

Holding current value

$270,257

Previous $275,000 2.18%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$43.02 - $47.32 $43 - $47	1 Added 0.02%	6,362 $275,000
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

515

Shares Held

50.2M

Call Options Held

102K

Put Options Held

32.1K

View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

Ticker SPYD
Sector ETFs
Industry ETFs

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