Xcel Wealth Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Xcel Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Xcel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $481k 919 523.07
2023-12-31 $309k 650 475.31

More positions owned by Xcel Wealth Management

Rh (RH)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Bank of America Corporation (BAC)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ford Motor Company (F)
Boeing Company (BA)
Verizon Communications (VZ)
Pfizer (PFE)
Celsius Hldgs Com New (CELH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Uber Technologies (UBER)

View all positions for Xcel Wealth Management

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf