Spdr S&p 500 Etf shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $36M | 77k | 470.38 |
| 2023-09-30 | $32M | 76k | 421.89 |
| 2023-06-30 | $22M | 51k | 443.28 |
| 2023-03-31 | $28M | 69k | 409.39 |
| 2022-12-31 | $24M | 64k | 382.42 |
| 2022-09-30 | $9.4M | 27k | 354.63 |
| 2022-06-30 | $9.8M | 26k | 377.25 |
| 2022-03-31 | $11M | 25k | 435.55 |
| 2021-12-31 | $8.7M | 18k | 474.96 |