XWM
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Xcel Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,967
Closed -$254K 130
2024
Q2
$254K Hold
3,967
0.08% 116
2024
Q1
$244K Buy
+3,967
New +$244K 0.08% 114