Axxcess Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Axxcess Wealth Management, LLC

  • $4.58 Billion
  • Q3 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 50,470 shares of SPY stock, worth $33.6 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
50,470
Previous 49,325 2.32%
Holding current value
$33.6 Million
Previous $30.5 Million 10.33%
% of portfolio
0.73%
Previous 0.75%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$617.65 - $666.84 $707,209 - $763,531
1,145 Added 2.32%
50,470 $33.6 Million
Q2 2025

Jul 28, 2025
BUY
$496.48 - $617.85 $7.3 Million - $9.09 Million
14,713 Added 42.51%
49,325 $30.5 Million
Q1 2025

Apr 30, 2025
BUY
$551.42 - $612.93 $3.19 Million - $3.55 Million
5,793 Added 20.1%
34,612 $19.4 Million
Q4 2024

Feb 10, 2025
SELL
$567.81 - $607.81 $2.91 Million - $3.11 Million
-5,123 Reduced 15.09%
28,819 $16.9 Million
Q3 2024

Nov 04, 2024
BUY
$517.38 - $573.86 $768,309 - $852,182
1,485 Added 4.58%
33,942 $19.5 Million
Q2 2024

Aug 09, 2024
BUY
$495.16 - $548.49 $16.1 Million - $17.8 Million
32,457 New
32,457 $17.7 Million
Q4 2023

Feb 06, 2024
BUY
$410.68 - $476.69 $495,280 - $574,888
1,206 Added 1.59%
77,162 $36.7 Million
Q3 2023

Nov 14, 2023
BUY
$425.88 - $457.79 $10.8 Million - $11.6 Million
25,352 Added 50.1%
75,956 $32.5 Million
Q2 2023

Aug 08, 2023
SELL
$404.36 - $443.28 $7.37 Million - $8.07 Million
-18,215 Reduced 26.47%
50,604 $22.4 Million
Q1 2023

May 03, 2023
BUY
$379.5 - $416.78 $1.99 Million - $2.19 Million
5,243 Added 8.25%
68,819 $28.2 Million
Q4 2022

Feb 16, 2023
SELL
$357.63 - $407.42 $13,232 - $15,074
-37 Reduced 0.06%
63,576 $24.3 Million
Q4 2022

Feb 14, 2023
BUY
$357.63 - $407.42 $13.3 Million - $15.1 Million
37,084 Added 139.79%
63,613 $24.3 Million
Q3 2022

Nov 14, 2022
BUY
$357.18 - $429.7 $235,738 - $283,602
660 Added 2.55%
26,529 $9.41 Million
Q2 2022

Aug 11, 2022
BUY
$365.86 - $456.8 $211,101 - $263,573
577 Added 2.28%
25,869 $9.76 Million
Q1 2022

Aug 11, 2022
BUY
$416.25 - $477.71 $2.93 Million - $3.36 Million
7,042 Added 38.59%
25,292 $11 Million
Q4 2021

Aug 11, 2022
BUY
$428.64 - $477.48 $7.82 Million - $8.71 Million
18,250 New
18,250 $8.67 Million

Others Institutions Holding SPY

# of Institutions
5,303
Shares Held
557M
Call Options Held
298M
Put Options Held
700M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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