Axxcess Wealth Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

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 $590,770. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,942

Previous 11,907 0.29%

Holding current value

$590,770

Previous $531,000 6.21%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

224

Shares Held

18.3M

Call Options Held

Put Options Held

225K

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About SPDR S&P 500 FOSSIL FUEL RESER

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Axxcess Wealth Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History