AWM
XLK icon

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

Accel Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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 +$1.71K ﹤0.01% 803

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Accel Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.8% in Q2 2026, selling an estimated $24.9K and leaving 2,894 shares worth $551K. The position accounts for 0.12% of the portfolio, ranked #150.

Accel Wealth Management first reported a position in XLK in Q4 2020 and has held it in 17 quarters since. 873 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Accel Wealth Management held 2,894 shares of State Street Technology Select Sector SPDR ETF worth $551K as of Q2 2026.
  • Accel Wealth Management sold 146 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $24.9K.
  • State Street Technology Select Sector SPDR ETF made up 0.12% of Accel Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Accel Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 17 quarters since.
  • 873 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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