Back to AXXCESS WEALTH MANAGEMENT, LLC AXXCESS WEALTH MANAGEMENT, LLC

FISRFISR
19 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in SSGA ACTIVE TR

AXXCESS WEALTH MANAGEMENT, LLC holds 114,438 shares of FISR (SSGA ACTIVE TR), worth $2.9M as of 2026-Q2. The position was decreased (-35.9% shares). FISR represents 0.0% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$2.9M

Current Shares

114,438

Total Value Change

+$586,328

Total Shares Change

+38,693

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
114,438
-35.9%
$2.9M0.0%$25.48
0
2026-Q1
Increased
178,608
+21.7%
$4.6M0.1%$25.29
39
2025-Q4
Increased
146,772
+26.9%
$3.8M0.1%$25.31
33
2025-Q3
Decreased
115,706
-49.0%
$3M0.1%$25.08
0
2025-Q2
Increased
226,716
+14.3%
$5.9M0.1%$24.63
37
2025-Q1
Increased
198,319
+4.9%
$5.1M0.1%$24.44
34
2024-Q4
Decreased
189,088
-17.2%
$4.8M0.1%$23.80
0
2024-Q3
Increased
228,414
+7.2%
$6.1M0.1%$24.60
35
2024-Q2
Decreased
213,121
-1.7%
$5.4M0.1%$23.34
0
2024-Q1
Increased
216,746
+16.6%
$5.6M0.2%$23.33
38
2023-Q4
Decreased
185,875
-4.8%
$4.8M0.1%$23.56
0
2023-Q3
Decreased
195,180
-2.2%
$4.8M0.2%$22.08
0
2023-Q2
Increased
199,521
+2.9%
$5.2M0.4%$22.90
33
2023-Q1
Increased
193,884
+9.3%
$5.1M0.4%$23.16
35
2022-Q4
Increased
177,343
+31.6%
$4.5M0.4%$22.38
41
2022-Q3
Increased
134,793
+9.2%
$3.4M0.3%$22.13
35
2022-Q2
Increased
123,449
+77.5%
$3.4M0.3%$23.42
48
2022-Q1
Decreased
69,567
-8.2%
$2M0.2%$24.79
0
2021-Q4
New
75,745
-
$2.3M0.2%$26.56
43

Other major holders of FISR: LPL Financial LLC, Envestnet Portfolio Solutions, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used