Xcel Wealth Management, LLC's ownership history for SPY

Xcel Wealth Management, LLC currently holds 1.1K shares with a market value of $764.1K. It started holding SPY on 2024-09-30. At its peak, it held 1.1K shares on 2025-09-30. Its highest holding value was $764.1K on 2025-09-30. At its lowest, it held 1.0K shares on 2025-03-31, with a value of $573.4K on 2025-03-31. In the recent 180 days, Xcel Wealth Management, LLC has increased its shares by 122. In the recent year, Xcel Wealth Management, LLC has increased its shares by 32.