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SPDWSPDW
19 quarters

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

AXXCESS WEALTH MANAGEMENT, LLC holds 2.2M shares of SPDW (SPDR INDEX SHS FDS), worth $108.9M as of 2026-Q2. The position was increased (+5.2% shares). SPDW represents 1.7% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$108.9M

Current Shares

2.2M

Total Value Change

+$101M

Total Shares Change

+1.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.2M
+5.2%
$108.9M1.7%$50.39
50
2026-Q1
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
2024-Q1
Increased
1.3M
+3.5%
$46.4M1.3%$33.54
48
2023-Q4
Decreased
1.3M
-4.9%
$42.5M1.2%$31.83
0
2023-Q3
Increased
1.3M
+918.8%
$40.8M1.4%$28.72
74
2023-Q2
Decreased
129,064
-15.5%
$4.2M0.3%$29.80
0
2023-Q1
Increased
152,778
+0.1%
$4.9M0.4%$29.06
32
2022-Q4
Decreased
152,542
-20.8%
$4.5M0.4%$27.02
0
2022-Q3
Decreased
192,636
-29.3%
$5M0.5%$23.34
0
2022-Q2
Increased
272,500
+26.0%
$7.9M0.7%$26.09
48
2022-Q1
Decreased
216,299
-0.3%
$7.4M0.6%$30.69
0
2021-Q4
New
216,839
-
$7.9M0.6%$32.16
54

Other major holders of SPDW: Creative Planning

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