Axxcess Wealth Management
SPYM icon

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

Axxcess Wealth Management’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.89M Sell
76,708
-83,574
-52% -$7.47M 0.28% 82
2026
Q2 		$14.1M Buy
160,282
+2,847
+2% +$243K 0.22% 94
2026
Q1 		$12.1M Buy
157,435
+76,680
+95% +$6.13M 0.39% 61
2025
Q4 		$6.48M Sell
80,755
-19,331
-19% -$1.54M 0.11% 172
2025
Q3 		$7.84M Buy
100,086
+67,660
+209% +$5.1M 0.17% 110
2025
Q2 		$2.36M Buy
32,426
+11,884
+58% +$799K 0.06% 256
2025
Q1 		$1.35M Sell
20,542
-4,437
-18% -$307K 0.04% 326
2024
Q4 		$1.72M Sell
24,979
-2,828
-10% -$196K 0.04% 307
2024
Q3 		$1.88M Sell
27,807
-9,377
-25% -$610K 0.05% 278
2024
Q2 		$2.38M Buy
37,184
+5,395
+17% +$332K 0.06% 223
2024
Q1 		$1.96M Sell
31,789
-3,700
-10% -$217K 0.05% 256
2023
Q4 		$1.98M Sell
35,489
-3,880
-10% -$203K 0.06% 250
2023
Q3 		$1.98M Buy
39,369
+27,592
+234% +$1.44M 0.07% 211
2023
Q2 		$614K Sell
11,777
-4,702
-29% -$232K 0.04% 303
2023
Q1 		$793K Buy
16,479
+161
+1% +$7.55K 0.06% 273
2022
Q4 		$734K Sell
16,318
-1,828
-10% -$82.6K 0.06% 283
2022
Q3 		$762K Sell
18,146
-2,497
-12% -$117K 0.07% 239
2022
Q2 		$915K Buy
20,643
+3,388
+20% +$163K 0.08% 202
2022
Q1 		$917K Buy
17,255
+2,161
+14% +$113K 0.07% 235
2021
Q4 		$843K Buy
+15,094
New +$815K 0.06% 246

Other funds holding SPYM

1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Axxcess Wealth Management's SPYM Position: Q3 2026 in Review

Axxcess Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 52% in Q3 2026, selling an estimated $7.47M and leaving 76,708 shares worth $6.89M. The position accounts for 0.28% of the portfolio, ranked #82.

Axxcess Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 20 quarters since. The position peaked at $14.1M in Q2 2026. 690 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Axxcess Wealth Management held 76,708 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.89M as of Q3 2026.
  • Axxcess Wealth Management sold 83,574 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $7.47M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.28% of Axxcess Wealth Management's portfolio in Q3 2026, its #82 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $14.1M in Q2 2026.
  • 690 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.