Axxcess Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Axxcess Wealth Management's SPY Position: Q2 2026 in Review
Axxcess Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.4% in Q2 2026, selling an estimated $2.05M and leaving 61,460 shares worth $45.9M. The position accounts for 0.73% of the portfolio, ranked #31.
Axxcess Wealth Management first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Axxcess Wealth Management held 61,460 shares of State Street SPDR S&P 500 ETF Trust worth $45.9M as of Q2 2026.
- Axxcess Wealth Management sold 2,821 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.05M.
- State Street SPDR S&P 500 ETF Trust made up 0.73% of Axxcess Wealth Management's portfolio in Q2 2026, its #31 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 18 quarters since.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.