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BIL
Showing 8 of 18 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in SPDR SERIES TRUST

AXXCESS WEALTH MANAGEMENT, LLC holds 833,469 shares of BIL (SPDR SERIES TRUST), worth $76.4M as of 2026-Q1. The position was increased (+11.1% shares). BIL represents 2.4% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$76.4M

Current Shares

833,469

Total Value Change

+$12.4M

Total Shares Change

+136,039

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
833,469
+11.1%
$76.4M2.4%$91.40
57
2025-Q4
Decreased
750,239
-17.6%
$68.6M1.2%$91.10
0
2025-Q3
Increased
910,579
+2.7%
$83.5M1.8%$90.23
48
2025-Q2
Increased
886,902
+13.7%
$81.4M1.9%$89.27
53
2025-Q1
Decreased
779,930
-13.5%
$71.5M1.9%$88.36
0
2024-Q4
Increased
901,745
+6.0%
$82.4M2.0%$87.46
50
2024-Q3
Increased
850,613
+22.0%
$78.1M1.9%$86.46
56
2024-Q2
Increased
697,430
+11.6%
$64M1.7%$85.32
52

Other major holders of BIL: MORGAN STANLEY

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