Accel Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.98M	Sell	37,027 -147	-0.4%	-$8.33K	0.43%	57
2026 Q2	$1.99M	Sell	37,174 -1,517	-4%	-$78.8K	0.45%	55
2026 Q1	$1.91M	Buy	38,691 +402	+1%	+$20.9K	0.5%	52
2025 Q4	$2.1M	Sell	38,289 -2,144	-5%	-$114K	0.57%	40
2025 Q3	$2.18M	Buy	40,433 +1,229	+3%	+$65.1K	0.63%	40
2025 Q2	$2.05M	Buy	39,204 +909	+2%	+$45K	0.69%	36
2025 Q1	$1.91M	Buy	38,295 +1,646	+4%	+$82.6K	0.69%	41
2024 Q4	$1.77M	Buy	36,649 +2,779	+8%	+$134K	0.67%	38
2024 Q3	$1.53M	Buy	33,870 +1,253	+4%	+$54.7K	0.57%	52
2024 Q2	$1.34M	Buy	32,617 +3,251	+11%	+$134K	0.54%	49
2024 Q1	$1.24M	Buy	29,366 +8,807	+43%	+$348K	0.52%	49
2023 Q4	$773K	Buy	20,559 +77	+0.4%	+$2.67K	0.39%	69
2023 Q3	$679K	Sell	20,482 -90	-0.4%	-$3.1K	0.38%	72
2023 Q2	$693K	Buy	20,572 +245	+1%	+$8K	0.38%	72
2023 Q1	$654K	Buy	20,327 +255	+1%	+$8.86K	0.27%	88
2022 Q4	$686K	Buy	20,072 +52	+0.3%	+$1.76K	0.33%	67
2022 Q3	$647K	Buy	20,020 +31	+0.2%	+$1.02K	0.35%	68
2022 Q2	$635K	Sell	19,989 -3,648	-15%	-$126K	0.36%	65
2022 Q1	$903K	Buy	23,637 +21,133	+844%	+$826K	0.47%	53
2021 Q4	$98K	Buy	2,504 +2,490	+17,786%	+$97.9K	0.05%	264
2021 Q3	$1K	Sell	14 -675	-98%	-$25.3K	﹤0.01%	815
2021 Q2	$25K	Buy	689 +675	+4,821%	+$24.7K	0.02%	482
2021 Q1	$0	Hold	14	–	–	﹤0.01%	903
2020 Q4	$0	Buy	+14	New	+$375	﹤0.01%	844

Other funds holding XLF

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Accel Wealth Management's XLF Position: Q3 2026 in Review

Accel Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.4% in Q3 2026, selling an estimated $8.33K and leaving 37,027 shares worth $1.98M. The position accounts for 0.43% of the portfolio, ranked #57.

Accel Wealth Management first reported a position in XLF in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.18M in Q3 2025. 1,683 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Accel Wealth Management held 37,027 shares of State Street Financial Select Sector SPDR ETF worth $1.98M as of Q3 2026.
Accel Wealth Management sold 147 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $8.33K.
State Street Financial Select Sector SPDR ETF made up 0.43% of Accel Wealth Management's portfolio in Q3 2026, its #57 holding.
Accel Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 24 quarters since.
Accel Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.18M in Q3 2025.
1,683 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.