Accel Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$301K	Sell	3,738 -114	-3%	-$9.6K	0.06%	215
2026 Q2	$320K	Sell	3,852 -99	-3%	-$8.27K	0.07%	209
2026 Q1	$324K	Buy	3,951 +151	+4%	+$12.7K	0.08%	204
2025 Q4	$295K	Sell	3,800 -215	-5%	-$16.8K	0.08%	205
2025 Q3	$315K	Sell	4,015 -531	-12%	-$42.9K	0.09%	199
2025 Q2	$368K	Buy	4,546 +34	+0.8%	+$2.76K	0.12%	171
2025 Q1	$369K	Buy	4,512 +4	+0.1%	+$319	0.13%	157
2024 Q4	$354K	Sell	4,508 -66	-1%	-$5.36K	0.13%	164
2024 Q3	$380K	Buy	4,574 +4	+0.1%	+$321	0.14%	157
2024 Q2	$350K	Buy	4,570 +6	+0.1%	+$458	0.14%	151
2024 Q1	$349K	Buy	4,564 +70	+2%	+$5.18K	0.15%	143
2023 Q4	$324K	Sell	4,494 -210	-4%	-$14.5K	0.16%	133
2023 Q3	$324K	Buy	4,704 +7	+0.1%	+$512	0.18%	117
2023 Q2	$348K	Sell	4,697 -84	-2%	-$6.3K	0.19%	114
2023 Q1	$357K	Sell	4,781 -207	-4%	-$15.1K	0.15%	148
2022 Q4	$372K	Sell	4,988 -1	-0%	-$73	0.18%	105
2022 Q3	$344K	Buy	4,989 +9	+0.2%	+$659	0.18%	111
2022 Q2	$363K	Sell	4,980 -1,822	-27%	-$137K	0.21%	101
2022 Q1	$521K	Buy	6,802 +336	+5%	+$25.3K	0.27%	80
2021 Q4	$499K	Buy	6,466 +359	+6%	+$26K	0.24%	78
2021 Q3	$420K	Sell	6,107 -224	-4%	-$16K	0.27%	74
2021 Q2	$443K	Buy	6,331 +56	+0.9%	+$3.92K	0.29%	76
2021 Q1	$429K	Buy	6,275 +120	+2%	+$7.89K	0.35%	60
2020 Q4	$415K	Buy	+6,155	New	+$407K	0.39%	56

Other funds holding XLP

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

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

Accel Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3% in Q3 2026, selling an estimated $9.6K and leaving 3,738 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #215.

Accel Wealth Management first reported a position in XLP in Q4 2020 and has held it in 24 quarters since. The position peaked at $521K in Q1 2022. 719 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Accel Wealth Management held 3,738 shares of State Street Consumer Staples Select Sector SPDR ETF worth $301K as of Q3 2026.
Accel Wealth Management sold 114 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $9.6K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.06% of Accel Wealth Management's portfolio in Q3 2026, its #215 holding.
Accel Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 24 quarters since.
Accel Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $521K in Q1 2022.
719 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

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