Xcel Wealth Management’s 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
2025 Q2	$636K	Buy
2025 Q1	$573K	Sell
2024 Q4	$647K	Sell
2024 Q3	$640K	Buy
2024 Q2	$495K	Sell
2024 Q1	$481K	Buy
2023 Q4	$309K	Buy