AXXCESS WEALTH MANAGEMENT, LLC SPDW Holdings History
AXXCESS WEALTH MANAGEMENT, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, AXXCESS WEALTH MANAGEMENT, LLC held 1.75 Mil shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $63.66 Mil. This investment constitutes 1.69% of their stock portfolio, and AXXCESS WEALTH MANAGEMENT, LLC now holds 0.26% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2021Q4. And since then AXXCESS WEALTH MANAGEMENT, LLC has made 7 purchases of SPDW, at an average price of $33.51, for a total of 1.98 Mil shares. In addition, there have been 7 sales at an average price of $30.65 for 231,971.00 shares. Based on historical transaction data and SPDW's current price of $40.64, AXXCESS WEALTH MANAGEMENT, LLC's estimated gain on his SPDW holdings is $11.79 Mil, reflecting a 17.77% gain to date.
AXXCESS WEALTH MANAGEMENT, LLC SPDW ($40.64) Holding Chart
AXXCESS WEALTH MANAGEMENT, LLC SPDW ($40.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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