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 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

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

Accel Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 30% in Q2 2026, buying an estimated $437K and bringing the position to 10,951 shares worth $2.03M. The position accounts for 0.46% of the portfolio, ranked #54.

Accel Wealth Management first reported a position in XLI in Q4 2020 and has held it in 13 quarters since. 729 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Accel Wealth Management held 10,951 shares of State Street Industrial Select Sector SPDR ETF worth $2.03M as of Q2 2026.
Accel Wealth Management bought 2,513 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $437K.
State Street Industrial Select Sector SPDR ETF made up 0.46% of Accel Wealth Management's portfolio in Q2 2026, its #54 holding.
Accel Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 13 quarters since.
729 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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