Axxcess Wealth Management, LLC Spdr Portfolio Transaction History

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 5,203 shares of SPYG stock, worth $447,510. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,203

Previous 42,573 87.78%

Holding current value

$447,510

Previous $3.41 Million 87.36%

% of portfolio

0.01%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$73.38 - $84.1 $2.74 Million - $3.14 Million	-37,370 Reduced 87.78%	5,203 $431,000
Q2 2024 Aug 09, 2024	BUY	$68.71 - $80.95 $2.93 Million - $3.45 Million	42,573 New	42,573 $3.41 Million
Q1 2023 May 03, 2023	SELL	$49.61 - $55.36 $263,032 - $293,518	-5,302 Reduced 18.48%	23,395 $1.3 Million
Q4 2022 Feb 14, 2023	BUY	$49.14 - $55.07 $1.08 Million - $1.21 Million	22,022 Added 329.92%	28,697 $1.45 Million
Q3 2022 Nov 14, 2022	BUY	$50.1 - $61.86 $334,417 - $412,915	6,675 New	6,675 $334,000
Q2 2022 Aug 11, 2022	SELL	$50.47 - $67.39 $541,038 - $722,420	-10,720 Closed	0 $0
Q1 2022 Aug 11, 2022	BUY	$59.17 - $73.03 $100,293 - $123,785	1,695 Added 18.78%	10,720 $709,000
Q4 2021 Aug 11, 2022	BUY	$63.39 - $73.48 $572,094 - $663,157	9,025 New	9,025 $654,000

Others Institutions Holding SPYG

# of Institutions

1,086

Shares Held

283M

Call Options Held

461K

Put Options Held

35.8K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Axxcess Wealth Management, LLC Spdr Portfolio Transaction History