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 15,977 shares of SPMD stock, worth $883,528. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,977
Previous 17,472 8.56%
Holding current value
$883,528
Previous $896,000 2.57%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2024
SELL
$50.29 - $54.92 $75,183 - $82,105
-1,495 Reduced 8.56%
15,977 $873,000
Q2 2024

Aug 09, 2024
BUY
$49.54 - $53.39 $9,065 - $9,770
183 Added 1.06%
17,472 $896,000
Q1 2024

May 14, 2024
SELL
$47.16 - $53.34 $248,627 - $281,208
-5,272 Reduced 23.37%
17,289 $922,000
Q4 2023

Feb 06, 2024
BUY
$40.76 - $49.2 $177,265 - $213,970
4,349 Added 23.88%
22,561 $1.1 Million
Q3 2023

Nov 14, 2023
SELL
$43.23 - $47.8 $162,155 - $179,297
-3,751 Reduced 17.08%
18,212 $797,000
Q2 2023

Aug 08, 2023
BUY
$42.21 - $45.89 $458,062 - $497,998
10,852 Added 97.67%
21,963 $1.01 Million
Q1 2023

May 03, 2023
BUY
$41.67 - $47.74 $60,629 - $69,461
1,455 Added 15.07%
11,111 $488,000
Q4 2022

Feb 14, 2023
SELL
$39.32 - $45.21 $197,386 - $226,954
-5,020 Reduced 34.21%
9,656 $410,000
Q3 2022

Nov 14, 2022
BUY
$38.55 - $46.17 $54,663 - $65,469
1,418 Added 10.7%
14,676 $566,000
Q2 2022

Aug 11, 2022
BUY
$38.67 - $47.45 $234,804 - $288,116
6,072 Added 84.5%
13,258 $526,000
Q1 2022

Aug 11, 2022
SELL
$44.15 - $50.14 $44 - $50
-1 Reduced 0.01%
7,186 $339,000
Q4 2021

Aug 11, 2022
BUY
$46.63 - $50.95 $335,129 - $366,177
7,187 New
7,187 $357,000

Others Institutions Holding SPMD

# of Institutions
655
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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