Xcel Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Xcel Wealth Management, LLC

  • $338 Million
  • Q3 2024

A detailed history of Xcel Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 1,115 shares of SPY stock, worth $663,993. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,115
Previous 910 22.53%
Holding current value
$663,993
Previous $495,000 29.09%
% of portfolio
0.19%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$517.38 - $573.86 $106,062 - $117,641
205 Added 22.53%
1,115 $639,000
Q2 2024

Jul 23, 2024
SELL
$495.16 - $548.49 $4,456 - $4,936
-9 Reduced 0.98%
910 $495,000
Q1 2024

Apr 22, 2024
BUY
$467.28 - $523.17 $125,698 - $140,732
269 Added 41.38%
919 $480,000
Q4 2023

Jan 29, 2024
BUY
$410.68 - $476.69 $266,942 - $309,848
650 New
650 $308,000

Others Institutions Holding SPY

# of Institutions
4,543
Shares Held
592M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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