XWM
SPYM

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

Xcel Wealth Management’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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 +$232K 0.08% 114

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Xcel Wealth Management's SPYM Position: Q3 2024 in Review

Xcel Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2024, closing a stake of 3,967 shares — an estimated $254K sold.

Xcel Wealth Management first reported a position in SPYM in Q1 2024 and held it in 2 quarters. The position peaked at $254K in Q2 2024. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

  • Xcel Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
  • Xcel Wealth Management sold 3,967 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $254K.
  • Xcel Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and held it in 2 quarters.
  • Xcel Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $254K in Q2 2024.
  • 1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

Based on Xcel Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.