Spdr S&p 500 Etf shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $647k | 1.1k | 586.08 |
| 2024-09-30 | $640k | 1.1k | 573.76 |
| 2024-06-30 | $495k | 910 | 544.22 |
| 2024-03-31 | $481k | 919 | 523.07 |
| 2023-12-31 | $309k | 650 | 475.31 |
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