Axim Planning & Wealth
- SEC CIK
- 0001950607
- Latest filing
- Aug 13, 2026
SPY holding history
SPDR S&P 500 ETF Trust in every 13F filed by Axim Planning & Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SPY overviewAll 13F holders of SPYFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −393−100.0% | Sold out | Holders |
| Q2 2025 | 393 | $242.8K | 0.2% | +393 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −402−100.0% | Sold out | Holders |
| Q1 2024 | 402 | $210.3K | 0.2% | −357−47.0% | Reduced | Holders |
| Q4 2023 | 759 | $360.8K | 0.3% | +759 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −562−100.0% | Sold out | Holders |
| Q4 2022 | 562 | $214.9K | 0.2% | +187+49.9% | Added | Holders |
| Q3 2022 | 375 | $134.0K | 0.1% | +347+1,239.3% | Added | Holders |
| Q2 2022 | 28 | $11.0K | <0.1% | – | No prior filing | Holders |