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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Accel Wealth Management's XLF Position: Q2 2026 in Review

Accel Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.9% in Q2 2026, selling an estimated $78.8K and leaving 37,174 shares worth $1.99M. The position accounts for 0.45% of the portfolio, ranked #55.

Accel Wealth Management first reported a position in XLF in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.18M in Q3 2025. 830 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Accel Wealth Management held 37,174 shares of State Street Financial Select Sector SPDR ETF worth $1.99M as of Q2 2026.
  • Accel Wealth Management sold 1,517 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $78.8K.
  • State Street Financial Select Sector SPDR ETF made up 0.45% of Accel Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Accel Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.18M in Q3 2025.
  • 830 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.