Xcel Wealth Management, LLC Spdr Portfolio Transaction History
Xcel Wealth Management, LLC
- $364 Million
- Q3 2025
A detailed history of Xcel Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 2,416 shares of SPYG stock, worth $250,563. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,416Holding current value
$250,563% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,358Shares Held
324MCall Options Held
342KPut Options Held
167K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.93 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.18 Billion5.37% of portfolio
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Envestnet Asset Management Inc10.2MShares$1.06 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio