A detailed history of Axxcess Wealth Management, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 11,942 shares of SPYX stock, worth $576,201. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,942
Previous 11,907 0.29%
Holding current value
$576,201
Previous $531,000 6.21%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$42.38 - $47.25 $1,483 - $1,653
35 Added 0.29%
11,942 $564,000
Q2 2024

Aug 09, 2024

SELL
$40.47 - $44.95 $135,088 - $150,043
-3,338 Reduced 21.9%
11,907 $531,000
Q1 2024

May 14, 2024

BUY
$38.19 - $42.8 $16,116 - $18,061
422 Added 2.85%
15,245 $652,000
Q4 2023

Feb 06, 2024

SELL
$33.41 - $38.98 $388,123 - $452,830
-11,617 Reduced 43.94%
14,823 $575,000
Q3 2023

Nov 14, 2023

SELL
$34.55 - $37.33 $66,681 - $72,046
-1,930 Reduced 6.8%
26,440 $918,000
Q2 2023

Aug 08, 2023

SELL
$32.81 - $36.17 $85,896 - $94,693
-2,618 Reduced 8.45%
28,370 $1.03 Million
Q1 2023

May 03, 2023

BUY
$31.18 - $96.11 $697,933 - $2.15 Million
22,384 Added 260.16%
30,988 $1.03 Million
Q4 2022

Feb 14, 2023

SELL
$28.84 - $98.94 $201 - $692
-7 Reduced 0.08%
8,604 $803,000
Q3 2022

Nov 14, 2022

BUY
$29.05 - $35.08 $3,805 - $4,595
131 Added 1.54%
8,611 $750,000
Q2 2022

Aug 11, 2022

SELL
$29.77 - $37.37 $177,786 - $223,173
-5,972 Reduced 41.32%
8,480 $782,000
Q1 2022

Aug 11, 2022

BUY
$33.94 - $39.42 $30,647 - $35,596
903 Added 6.66%
14,452 $1.6 Million
Q4 2021

Aug 11, 2022

BUY
$35.32 - $39.44 $478,550 - $534,372
13,549 New
13,549 $1.6 Million

Others Institutions Holding SPYX

About SPDR S&P 500 FOSSIL FUEL RESER


  • Ticker SPYX
  • Sector ETFs
  • Industry ETFs
More about SPYX
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.