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SPY
8 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

AXXCESS WEALTH MANAGEMENT, LLC holds 64,281 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $37.1M as of 2026-Q1. The position was increased (+8.1% shares). SPY represents 1.2% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$37.1M

Current Shares

64,281

Total Value Change

+$19.5M

Total Shares Change

+31,824

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
64,281
+8.1%
$37.1M1.2%$680.33
49
2025-Q4
Increased
59,475
+17.8%
$34.1M0.6%$687.01
48
2025-Q3
Increased
50,470
+2.3%
$28.3M0.6%$661.72
41
2025-Q2
Increased
49,325
+42.5%
$25.4M0.6%$611.40
54
2025-Q1
Increased
34,612
+20.1%
$14.9M0.4%$550.86
40
2024-Q4
Decreased
28,819
-15.1%
$16.9M0.4%$581.39
0
2024-Q3
Increased
33,942
+4.6%
$19.5M0.5%$562.94
36
2024-Q2
New
32,457
-
$17.7M0.5%$534.46
47

Other major holders of SPY: JPMORGAN CHASE & CO

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