Accel Wealth Management’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Accel Wealth Management’s Portfolio XHS Stock Details XHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-452	Closed	-$39.1K	–	893
2023 Q1	$39.1K	Hold	452	–	–	0.02%	537
2022 Q4	$38.3K	Hold	452	–	–	0.02%	402
2022 Q3	$42K	Hold	452	–	–	0.02%	409
2022 Q2	$41K	Hold	452	–	–	0.02%	391
2022 Q1	$47K	Sell	452 -171	-27%	-$16.3K	0.02%	389
2021 Q4	$66K	Hold	623	–	–	0.03%	332
2021 Q3	$65K	Hold	623	–	–	0.04%	284
2021 Q2	$71K	Hold	623	–	–	0.05%	282
2021 Q1	$66K	Buy	623 +171	+38%	+$17.9K	0.05%	273
2020 Q4	$44K	Buy	+452	New	+$39.5K	0.04%	320

Other funds holding XHS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Accel Wealth Management's XHS Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q2 2023, closing a stake of 452 shares — an estimated $39.1K sold.

Accel Wealth Management first reported a position in XHS in Q4 2020 and held it in 10 quarters. The position peaked at $71K in Q2 2021. 40 funds tracked by Wall St. Rank hold XHS as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 452 State Street SPDR S&P Health Care Services ETF shares in Q2 2023, an estimated $39.1K.
Accel Wealth Management first reported a position in State Street SPDR S&P Health Care Services ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's State Street SPDR S&P Health Care Services ETF position peaked at $71K in Q2 2021.
40 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.