Accel Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,108	Closed	-$87.3K	–	894
2023 Q1	$87.3K	Buy	2,108 +374	+22%	+$16K	0.04%	360
2022 Q4	$75.8K	Buy	1,734 +1,248	+257%	+$54.3K	0.04%	285
2022 Q3	$19K	Hold	486	–	–	0.01%	578
2022 Q2	$17K	Hold	486	–	–	0.01%	597
2022 Q1	$19K	Hold	486	–	–	0.01%	579
2021 Q4	$13K	Hold	486	–	–	0.01%	666
2021 Q3	$13K	Buy	486 +270	+125%	+$6.69K	0.01%	595
2021 Q2	$6K	Hold	216	–	–	﹤0.01%	778
2021 Q1	$5K	Hold	216	–	–	﹤0.01%	763
2020 Q4	$4K	Buy	+216	New	+$3.72K	﹤0.01%	747

Other funds holding XLE

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Accel Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 2,108 shares — an estimated $87.3K sold.

Accel Wealth Management first reported a position in XLE in Q4 2020 and held it in 10 quarters. The position peaked at $87.3K in Q1 2023. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

Accel Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 2,108 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $87.3K.
Accel Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $87.3K in Q1 2023.
1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

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