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SPDW
Showing 8 of 18 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in SPDR INDEX SHS FDS

AXXCESS WEALTH MANAGEMENT, LLC holds 2.1M shares of SPDW (SPDR INDEX SHS FDS), worth $93.8M as of 2026-Q1. The position was increased (+0.1% shares). SPDW represents 3.0% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$93.8M

Current Shares

2.1M

Total Value Change

+$41.8M

Total Shares Change

+571,996

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.1M
+0.1%
$93.8M3.0%$47.38
55
2025-Q4
Increased
2.1M
+1.8%
$91.2M1.6%$44.60
48
2025-Q3
Increased
2M
+9.8%
$86.4M1.8%$41.89
52
2025-Q2
Increased
1.8M
+5.2%
$74.5M1.7%$39.66
49
2025-Q1
Increased
1.7M
+12.6%
$63.7M1.7%$35.47
52
2024-Q4
Increased
1.6M
+6.4%
$53M1.3%$32.99
49
2024-Q3
Decreased
1.5M
-1.6%
$54.8M1.3%$35.93
0
2024-Q2
Increased
1.5M
+14.6%
$52M1.4%$33.41
53

Other major holders of SPDW: Creative Planning

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