Accel Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.13M	Buy	12,748 +1,797	+16%	+$320K	0.46%	51
2026 Q2	$2.03M	Buy	10,951 +2,513	+30%	+$437K	0.46%	54
2026 Q1	$1.36M	Buy	8,438 +4,058	+93%	+$681K	0.36%	72
2025 Q4	$679K	Buy	+4,380	New	+$674K	0.19%	122
2023 Q2	–	Sell	-226	Closed	-$22.9K	–	896
2023 Q1	$22.9K	Hold	226	–	–	0.01%	666
2022 Q4	$22.2K	Hold	226	–	–	0.01%	525
2022 Q3	$20K	Hold	226	–	–	0.01%	558
2022 Q2	$20K	Hold	226	–	–	0.01%	546
2022 Q1	$23K	Sell	226 -3,673	-94%	-$373K	0.01%	527
2021 Q4	$413K	Buy	3,899 +3,673	+1,625%	+$382K	0.2%	88
2021 Q3	$22K	Sell	226 -2,080	-90%	-$214K	0.01%	487
2021 Q2	$236K	Buy	2,306 +2,080	+920%	+$213K	0.16%	125
2021 Q1	$22K	Hold	226	–	–	0.02%	489
2020 Q4	$20K	Buy	+226	New	+$19K	0.02%	497

Other funds holding XLI

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Accel Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 16% in Q3 2026, buying an estimated $320K and bringing the position to 12,748 shares worth $2.13M. The position accounts for 0.46% of the portfolio, ranked #51.

Accel Wealth Management first reported a position in XLI in Q4 2020 and has held it in 14 quarters since. 638 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Accel Wealth Management held 12,748 shares of State Street Industrial Select Sector SPDR ETF worth $2.13M as of Q3 2026.
Accel Wealth Management bought 1,797 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $320K.
State Street Industrial Select Sector SPDR ETF made up 0.46% of Accel Wealth Management's portfolio in Q3 2026, its #51 holding.
Accel Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 14 quarters since.
638 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

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