Accel Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$559K Sell
2,856
-38
-1% -$7.01K 0.12% 152
2026
Q2
$551K Sell
2,894
-146
-5% -$24.9K 0.12% 150
2026
Q1
$404K Buy
3,040
+91
+3% +$12.8K 0.11% 178
2025
Q4
$425K Sell
2,949
-449
-13% -$64.8K 0.12% 168
2025
Q3
$479K Buy
3,398
+62
+2% +$8.21K 0.14% 149
2025
Q2
$422K Buy
3,336
+344
+11% +$38.2K 0.14% 156
2025
Q1
$309K Buy
2,992
+750
+33% +$85K 0.11% 186
2024
Q4
$261K Hold
2,242
– – 0.1% 201
2024
Q3
$253K Buy
2,242
+2
+0.1% +$220 0.09% 201
2024
Q2
$253K Buy
+2,240
New +$236K 0.1% 187
2022
Q4
– Sell
-28
Closed -$2K – 1094
2022
Q3
$2K Hold
28
– – ﹤0.01% 950
2022
Q2
$2K Hold
28
– – ﹤0.01% 917
2022
Q1
$2K Hold
28
– – ﹤0.01% 887
2021
Q4
$2K Hold
28
– – ﹤0.01% 892
2021
Q3
$2K Hold
28
– – ﹤0.01% 798
2021
Q2
$2K Hold
28
– – ﹤0.01% 873
2021
Q1
$2K Hold
28
– – ﹤0.01% 841
2020
Q4
$2K Buy
+28
New +$1.7K ﹤0.01% 803

Other funds holding XLK

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

Accel Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.3% in Q3 2026, selling an estimated $7.01K and leaving 2,856 shares worth $559K. The position accounts for 0.12% of the portfolio, ranked #152.

Accel Wealth Management first reported a position in XLK in Q4 2020 and has held it in 18 quarters since. 1,225 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Accel Wealth Management held 2,856 shares of State Street Technology Select Sector SPDR ETF worth $559K as of Q3 2026.
  • Accel Wealth Management sold 38 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $7.01K.
  • State Street Technology Select Sector SPDR ETF made up 0.12% of Accel Wealth Management's portfolio in Q3 2026, its #152 holding.
  • Accel Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
  • 1,225 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

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