AWM
Axxcess Wealth Management’s SPDR SSGA Fixed Income Sector Rotation ETF FISR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.86M | Buy |
226,716
+28,397
| +14% | +$734K | 0.14% | 131 |
|
|
2025
Q1 | $5.13M | Buy |
198,319
+9,231
| +5% | +$239K | 0.14% | 129 |
|
|
2024
Q4 | $4.8M | Sell |
189,088
-39,326
| -17% | -$997K | 0.12% | 141 |
|
|
2024
Q3 | $6.07M | Buy |
228,414
+15,293
| +7% | +$407K | 0.15% | 120 |
|
|
2024
Q2 | $5.42M | Sell |
213,121
-3,625
| -2% | -$92.2K | 0.14% | 124 |
|
|
2024
Q1 | $5.56M | Buy |
216,746
+30,871
| +17% | +$791K | 0.15% | 119 |
|
|
2023
Q4 | $4.84M | Sell |
185,875
-9,305
| -5% | -$242K | 0.14% | 128 |
|
|
2023
Q3 | $4.83M | Sell |
195,180
-4,341
| -2% | -$107K | 0.16% | 112 |
|
|
2023
Q2 | $5.16M | Buy |
199,521
+5,637
| +3% | +$146K | 0.37% | 63 |
|
|
2023
Q1 | $5.11M | Buy |
193,884
+16,541
| +9% | +$436K | 0.39% | 54 |
|
|
2022
Q4 | $4.54M | Buy |
177,343
+42,550
| +32% | +$1.09M | 0.37% | 57 |
|
|
2022
Q3 | $3.44M | Buy |
134,793
+11,344
| +9% | +$290K | 0.33% | 67 |
|
|
2022
Q2 | $3.35M | Buy |
123,449
+53,882
| +77% | +$1.46M | 0.31% | 73 |
|
|
2022
Q1 | $2.01M | Sell |
69,567
-6,178
| -8% | -$178K | 0.16% | 118 |
|
|
2021
Q4 | $2.35M | Buy |
+75,745
| New | +$2.35M | 0.17% | 106 |
|