Axxcess Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Axxcess Wealth Management, LLC

$4.58 Billion
Q3 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 25,416 shares of SPTM stock, worth $2.06 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

25,416

Previous 27,259 6.76%

Holding current value

$2.06 Million

Previous $2.04 Million 0.39%

% of portfolio

0.04%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$74.93 - $80.73 $138,095 - $148,785	-1,843 Reduced 6.76%	25,416 $2.05 Million
Q2 2025 Jul 28, 2025	SELL	$60.34 - $74.89 $5,611 - $6,964	-93 Reduced 0.34%	27,259 $2.04 Million
Q1 2025 Apr 30, 2025	BUY	$67.03 - $74.61 $387,165 - $430,947	5,776 Added 26.77%	27,352 $1.86 Million
Q4 2024 Feb 10, 2025	BUY	$69.3 - $74.3 $147,470 - $158,110	2,128 Added 10.94%	21,576 $1.54 Million
Q3 2024 Nov 04, 2024	BUY	$63.28 - $70.06 $205,090 - $227,064	3,241 Added 20.0%	19,448 $1.36 Million

Q2 2024 Aug 09, 2024	BUY	$60.69 - $66.83 $720,511 - $793,405	11,872 Added 273.86%	16,207 $1.08 Million
Q1 2024 May 14, 2024	SELL	$57.38 - $64.15 $320,352 - $358,149	-5,583 Reduced 56.29%	4,335 $278,000
Q4 2023 Feb 06, 2024	SELL	$50.31 - $58.65 $2,917 - $3,401	-58 Reduced 0.58%	9,918 $579,000
Q3 2023 Nov 14, 2023	BUY	$52.22 - $56.31 $3,133 - $3,378	60 Added 0.61%	9,976 $523,000
Q2 2023 Aug 08, 2023	SELL	$49.75 - $54.44 $3,333 - $3,647	-67 Reduced 0.67%	9,916 $539,000
Q1 2023 May 03, 2023	BUY	$46.97 - $51.65 $234,145 - $257,475	4,985 Added 99.74%	9,983 $503,000
Q4 2022 Feb 14, 2023	SELL	$44.09 - $50.41 $274,857 - $314,255	-6,234 Reduced 55.5%	4,998 $236,000
Q3 2022 Nov 14, 2022	SELL	$44.11 - $53.04 $33,126 - $39,833	-751 Reduced 6.27%	11,232 $495,000
Q2 2022 Aug 11, 2022	BUY	$45.19 - $56.15 $541,511 - $672,845	11,983 New	11,983 $557,000

Others Institutions Holding SPTM

# of Institutions

773

Shares Held

98.6M

Call Options Held

46.9K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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Axxcess Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History