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: 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.