Axxcess Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History

Axxcess Wealth Management, LLC

$4.58 Billion
Q3 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 97,608 shares of SPTL stock, worth $2.62 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

97,608

Previous 35,122 177.91%

Holding current value

$2.62 Million

Previous $933,000 181.89%

% of portfolio

0.06%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$25.67 - $27.21 $1.6 Million - $1.7 Million	62,486 Added 177.91%	97,608 $2.63 Million
Q2 2025 Jul 28, 2025	BUY	$25.48 - $27.78 $601,633 - $655,941	23,612 Added 205.14%	35,122 $933,000
Q1 2025 Apr 30, 2025	BUY	$25.54 - $27.64 $293,965 - $318,136	11,510 New	11,510 $313,000
Q2 2024 Aug 09, 2024	BUY	$26.06 - $27.96 $1.02 Million - $1.1 Million	39,198 New	39,198 $1.07 Million
Q4 2023 Feb 06, 2024	SELL	$24.55 - $29.44 $16,988 - $20,372	-692 Reduced 4.21%	15,741 $456,000

Q3 2023 Nov 14, 2023	SELL	$26.09 - $29.96 $71,669 - $82,300	-2,747 Reduced 14.32%	16,433 $429,000
Q2 2023 Aug 08, 2023	SELL	$29.25 - $31.5 $357,288 - $384,772	-12,215 Reduced 38.91%	19,180 $573,000
Q1 2023 May 03, 2023	SELL	$28.88 - $31.49 $151,129 - $164,787	-5,233 Reduced 14.29%	31,395 $969,000
Q4 2022 Feb 14, 2023	SELL	$27.04 - $31.56 $147,205 - $171,812	-5,444 Reduced 12.94%	36,628 $1.06 Million
Q3 2022 Nov 14, 2022	SELL	$29.2 - $34.52 $146,087 - $172,703	-5,003 Reduced 10.63%	42,072 $1.25 Million
Q2 2022 Aug 11, 2022	SELL	$31.38 - $37.78 $2.51 Million - $3.02 Million	-79,857 Reduced 62.91%	47,075 $1.56 Million
Q1 2022 Aug 11, 2022	SELL	$36.82 - $41.14 $286,864 - $320,521	-7,791 Reduced 5.78%	126,932 $4.8 Million
Q4 2021 Aug 11, 2022	BUY	$40.52 - $43.72 $5.46 Million - $5.89 Million	134,723 New	134,723 $5.68 Million

Others Institutions Holding SPTL

# of Institutions

476

Shares Held

377M

Call Options Held

15.9K

Put Options Held

11.1K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

Ticker SPTL
Sector ETFs
Industry ETFs

More about SPTL

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 Long Term Treas Transaction History