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SPEM
Showing 8 of 18 quarters

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

AXXCESS WEALTH MANAGEMENT, LLC holds 728,883 shares of SPEM (SPDR INDEX SHS FDS), worth $34.2M as of 2026-Q1. The position was increased (+5.7% shares). SPEM represents 1.1% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$34.2M

Current Shares

728,883

Total Value Change

+$14.1M

Total Shares Change

+195,286

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
728,883
+5.7%
$34.2M1.1%$47.99
48
2025-Q4
Decreased
689,445
-1.7%
$32.3M0.6%$46.83
0
2025-Q3
Increased
701,649
+6.0%
$32.8M0.7%$45.86
43
2025-Q2
Increased
661,833
+5.6%
$28.3M0.7%$41.94
43
2025-Q1
Increased
626,650
+10.9%
$24.7M0.7%$38.31
45
2024-Q4
Increased
564,828
+1.1%
$21.7M0.5%$37.38
40
2024-Q3
Increased
558,654
+4.7%
$23.1M0.6%$39.82
42
2024-Q2
Increased
533,597
+4.0%
$20.1M0.5%$36.01
42

Other major holders of SPEM: Creative Planning

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