Axxcess Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.3M | Buy |
|
|||||
|
2025
Q2 | $25.4M | Buy |
|
|||||
|
2025
Q1 | $14.9M | Buy |
|
|||||
|
2024
Q4 | $16.9M | Sell |
|
|||||
|
2024
Q3 | $19.5M | Buy |
|
|||||
|
2024
Q2 | $17.7M | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $36.3M | Buy |
|
|||||
|
2023
Q3 | $32M | Buy |
|
|||||
|
2023
Q2 | $22.4M | Sell |
|
|||||
|
2023
Q1 | $28.2M | Buy |
|
|||||
|
2022
Q4 | $24.3M | Buy |
|
|||||
|
2022
Q3 | $9.41M | Buy |
|
|||||
|
2022
Q2 | $9.76M | Buy |
|
|||||
|
2022
Q1 | $11M | Buy |
|
|||||
|
2021
Q4 | $8.67M | Buy |
|