Axxcess Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
32,426
+11,884
| +58% | +$864K | 0.06% | 255 |
|
|
2025
Q1 | $1.35M | Sell |
20,542
-4,437
| -18% | -$292K | 0.04% | 325 |
|
|
2024
Q4 | $1.72M | Sell |
24,979
-2,828
| -10% | -$195K | 0.04% | 306 |
|
|
2024
Q3 | $1.88M | Sell |
27,807
-9,377
| -25% | -$633K | 0.05% | 277 |
|
|
2024
Q2 | $2.38M | Buy |
37,184
+5,395
| +17% | +$345K | 0.06% | 222 |
|
|
2024
Q1 | $1.96M | Sell |
31,789
-3,700
| -10% | -$228K | 0.05% | 254 |
|
|
2023
Q4 | $1.98M | Sell |
35,489
-3,880
| -10% | -$217K | 0.06% | 249 |
|
|
2023
Q3 | $1.98M | Buy |
39,369
+27,592
| +234% | +$1.39M | 0.07% | 211 |
|
|
2023
Q2 | $614K | Sell |
11,777
-4,702
| -29% | -$245K | 0.04% | 302 |
|
|
2023
Q1 | $793K | Buy |
16,479
+161
| +1% | +$7.75K | 0.06% | 270 |
|
|
2022
Q4 | $734K | Sell |
16,318
-1,828
| -10% | -$82.2K | 0.06% | 283 |
|
|
2022
Q3 | $762K | Sell |
18,146
-2,497
| -12% | -$105K | 0.07% | 236 |
|
|
2022
Q2 | $915K | Buy |
20,643
+3,388
| +20% | +$150K | 0.08% | 199 |
|
|
2022
Q1 | $917K | Buy |
17,255
+2,161
| +14% | +$115K | 0.07% | 231 |
|
|
2021
Q4 | $843K | Buy |
+15,094
| New | +$843K | 0.06% | 243 |
|