XWM
Xcel Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Buy |
1,030
+5
| +0.5% | +$3.09K | 0.18% | 83 |
|
|
2025
Q1 | $573K | Sell |
1,025
-79
| -7% | -$44.2K | 0.18% | 84 |
|
|
2024
Q4 | $647K | Sell |
1,104
-11
| -1% | -$6.45K | 0.18% | 76 |
|
|
2024
Q3 | $640K | Buy |
1,115
+205
| +23% | +$118K | 0.19% | 75 |
|
|
2024
Q2 | $495K | Sell |
910
-9
| -1% | -$4.9K | 0.16% | 80 |
|
|
2024
Q1 | $481K | Buy |
919
+269
| +41% | +$141K | 0.15% | 83 |
|
|
2023
Q4 | $309K | Buy |
+650
| New | +$309K | 0.11% | 93 |
|