AWM
XLC icon

Accel Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Accel Wealth Management’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$292K Hold
2,730
– – 0.07% 227
2026
Q1 		$303K Buy
2,730
+145
+6% +$16.8K 0.08% 212
2025
Q4 		$304K Sell
2,585
-28
-1% -$3.22K 0.08% 200
2025
Q3 		$309K Hold
2,613
– – 0.09% 203
2025
Q2 		$284K Sell
2,613
-312
-11% -$30.7K 0.09% 201
2025
Q1 		$282K Sell
2,925
-98
-3% -$9.79K 0.1% 194
2024
Q4 		$293K Hold
3,023
– – 0.11% 190
2024
Q3 		$273K Buy
3,023
+340
+13% +$29.3K 0.1% 194
2024
Q2 		$230K Sell
2,683
-60
-2% -$4.94K 0.09% 204
2024
Q1 		$224K Buy
+2,743
New +$214K 0.1% 195
2023
Q2 		– Sell
-2,464
Closed -$143K – 895
2023
Q1 		$143K Hold
2,464
– – 0.06% 264
2022
Q4 		$118K Hold
2,464
– – 0.06% 219
2022
Q3 		$125K Hold
2,464
– – 0.07% 217
2022
Q2 		$137K Hold
2,464
– – 0.08% 190
2022
Q1 		$171K Sell
2,464
-177
-7% -$12.5K 0.09% 176
2021
Q4 		$205K Buy
2,641
+177
+7% +$14K 0.1% 162
2021
Q3 		$197K Sell
2,464
-177
-7% -$14.7K 0.13% 136
2021
Q2 		$214K Sell
2,641
-69
-3% -$5.37K 0.14% 137
2021
Q1 		$199K Hold
2,710
– – 0.16% 134
2020
Q4 		$183K Buy
+2,710
New +$172K 0.17% 128

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CA
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BHWM
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CAMG
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