Accel Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,712	Closed	-$207K	–	292
2025 Q2	$207K	Buy	4,712 +26	+0.6%	+$1.1K	0.07%	247
2025 Q1	$201K	Sell	4,686 -126	-3%	-$5.51K	0.07%	242
2024 Q4	$202K	Buy	4,812 +16	+0.3%	+$741	0.08%	234
2024 Q3	$231K	Sell	4,796 -414	-8%	-$18.9K	0.09%	216
2024 Q2	$230K	Buy	5,210 +18	+0.3%	+$814	0.09%	203
2024 Q1	$241K	Buy	5,192 +12	+0.2%	+$516	0.1%	185
2023 Q4	$222K	Sell	5,180 -400	-7%	-$16K	0.11%	171
2023 Q3	$219K	Sell	5,580 -780	-12%	-$32K	0.12%	152
2023 Q2	$264K	Sell	6,360 -160	-2%	-$6.36K	0.15%	137
2023 Q1	$263K	Sell	6,520 -402	-6%	-$16.3K	0.11%	174
2022 Q4	$269K	Buy	6,922 +28	+0.4%	+$1.07K	0.13%	128
2022 Q3	$251K	Buy	6,894 +26	+0.4%	+$978	0.13%	141
2022 Q2	$247K	Buy	6,868 +32	+0.5%	+$1.34K	0.14%	129
2022 Q1	$304K	Buy	6,836 +18	+0.3%	+$768	0.16%	113
2021 Q4	$309K	Buy	6,818 +22	+0.3%	+$950	0.15%	114
2021 Q3	$269K	Sell	6,796 -180	-3%	-$7.48K	0.17%	104
2021 Q2	$287K	Buy	6,976 +522	+8%	+$22K	0.19%	105
2021 Q1	$254K	Buy	6,454 +1,214	+23%	+$45.8K	0.21%	101
2020 Q4	$190K	Buy	+5,240	New	+$179K	0.18%	126

Other funds holding XLB

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Accel Wealth Management's XLB Position: Q3 2025 in Review

Accel Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2025, closing a stake of 4,712 shares — an estimated $207K sold.

Accel Wealth Management first reported a position in XLB in Q4 2020 and held it in 19 quarters. The position peaked at $309K in Q4 2021. 773 funds tracked by Wall St. Rank hold XLB as of Q3 2025.

Accel Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Accel Wealth Management sold 4,712 State Street Materials Select Sector SPDR ETF shares in Q3 2025, an estimated $207K.
Accel Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and held it in 19 quarters.
Accel Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $309K in Q4 2021.
773 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2025.

Based on Accel Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.