Xcel Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Xcel Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.07M	Buy	1,642 +195	+13%	+$133K	0.3%	67
2025 Q4	$987K	Buy	1,447 +300	+26%	+$203K	0.25%	71
2025 Q3	$764K	Buy	1,147 +117	+11%	+$75K	0.2%	79
2025 Q2	$636K	Buy	1,030 +5	+0.5%	+$2.86K	0.18%	83
2025 Q1	$573K	Sell	1,025 -79	-7%	-$46.4K	0.18%	84
2024 Q4	$647K	Sell	1,104 -11	-1%	-$6.48K	0.18%	76
2024 Q3	$640K	Buy	1,115 +205	+23%	+$113K	0.19%	75
2024 Q2	$495K	Sell	910 -9	-1%	-$4.71K	0.16%	80
2024 Q1	$481K	Buy	919 +269	+41%	+$134K	0.15%	83
2023 Q4	$309K	Buy	+650	New	+$290K	0.11%	93

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Xcel Wealth Management's SPY Position: Q1 2026 in Review

Xcel Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q1 2026, buying an estimated $133K and bringing the position to 1,642 shares worth $1.07M. The position accounts for 0.3% of the portfolio, ranked #67.

Xcel Wealth Management first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Xcel Wealth Management held 1,642 shares of State Street SPDR S&P 500 ETF Trust worth $1.07M as of Q1 2026.
Xcel Wealth Management bought 195 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $133K.
State Street SPDR S&P 500 ETF Trust made up 0.3% of Xcel Wealth Management's portfolio in Q1 2026, its #67 holding.
Xcel Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.