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Showing 8 of 19 quarters

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

AXXCESS WEALTH MANAGEMENT, LLC holds 59,957 shares of XLSR (SSGA ACTIVE TR), worth $3.9M as of 2026-Q2. The position was decreased (-16.5% shares). XLSR represents 0.1% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$3.9M

Current Shares

59,957

Total Value Change

-$1.7M

Total Shares Change

-47,347

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
59,957
-16.5%
$3.9M0.1%$64.86
0
2026-Q1
Decreased
71,842
-3.4%
$4.1M0.1%$60.69
0
2025-Q4
Decreased
74,372
-13.2%
$4.6M0.1%$62.72
0
2025-Q3
Decreased
85,668
-10.1%
$5.1M0.1%$59.15
0
2025-Q2
Decreased
95,282
-5.3%
$5.2M0.1%$54.51
0
2025-Q1
Increased
100,663
+3.7%
$5.1M0.1%$50.33
33
2024-Q4
Decreased
97,104
-9.5%
$5.2M0.1%$53.33
0
2024-Q3
Decreased
107,304
-2.7%
$5.6M0.1%$51.31
0

Other major holders of XLSR: LPL Financial LLC

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