Axxcess Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Axxcess Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.1M	Buy	64,281 +4,806	+8%	+$3.27M	1.19%	19
2025 Q4	$34.1M	Buy	59,475 +9,005	+18%	+$6.09M	0.59%	39
2025 Q3	$28.3M	Buy	50,470 +1,145	+2%	+$734K	0.6%	36
2025 Q2	$25.4M	Buy	49,325 +14,713	+43%	+$8.41M	0.59%	36
2025 Q1	$14.9M	Buy	34,612 +5,793	+20%	+$3.4M	0.39%	58
2024 Q4	$16.9M	Sell	28,819 -5,123	-15%	-$3.02M	0.41%	52
2024 Q3	$19.5M	Buy	33,942 +1,485	+5%	+$821K	0.48%	45
2024 Q2	$17.7M	Buy	+32,457	New	+$17M	0.47%	45
2024 Q1	–	Sell	-77,162	Closed	-$38.4M	–	925
2023 Q4	$36.3M	Buy	77,162 +1,206	+2%	+$537K	1.05%	17
2023 Q3	$32M	Buy	75,956 +25,352	+50%	+$11.3M	1.09%	16
2023 Q2	$22.4M	Sell	50,604 -18,215	-26%	-$7.64M	1.62%	8
2023 Q1	$28.2M	Buy	68,819 +5,243	+8%	+$2.09M	2.13%	6
2022 Q4	$24.3M	Buy	63,576 +37,047	+140%	+$14.2M	2.01%	6
2022 Q3	$9.41M	Buy	26,529 +660	+3%	+$262K	0.89%	20
2022 Q2	$9.76M	Buy	25,869 +577	+2%	+$236K	0.9%	16
2022 Q1	$11M	Buy	25,292 +7,042	+39%	+$3.14M	0.86%	16
2021 Q4	$8.67M	Buy	+18,250	New	+$8.38M	0.63%	25

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axxcess Wealth Management's SPY Position: Q1 2026 in Review

Axxcess Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.1% in Q1 2026, buying an estimated $3.27M and bringing the position to 64,281 shares worth $37.1M. The position accounts for 1.19% of the portfolio, ranked #19.

Axxcess Wealth Management first reported a position in SPY in Q4 2021 and has held it in 17 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Axxcess Wealth Management held 64,281 shares of State Street SPDR S&P 500 ETF Trust worth $37.1M as of Q1 2026.
Axxcess Wealth Management bought 4,806 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.27M.
State Street SPDR S&P 500 ETF Trust made up 1.19% of Axxcess Wealth Management's portfolio in Q1 2026, its #19 holding.
Axxcess Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 17 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.