Accel Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,311	Closed	-$124K	–	897
2023 Q1	$124K	Hold	3,311	–	–	0.05%	288
2022 Q4	$122K	Hold	3,311	–	–	0.06%	214
2022 Q3	$123K	Hold	3,311	–	–	0.07%	220
2022 Q2	$136K	Buy	3,311 +878	+36%	+$39.2K	0.08%	192
2022 Q1	$120K	Hold	2,433	–	–	0.06%	232
2021 Q4	$126K	Buy	2,433 +225	+10%	+$10.8K	0.06%	229
2021 Q3	$98K	Hold	2,208	–	–	0.06%	222
2021 Q2	$98K	Hold	2,208	–	–	0.07%	238
2021 Q1	$87K	Hold	2,208	–	–	0.07%	236
2020 Q4	$81K	Buy	+2,208	New	+$80.1K	0.08%	227

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accel Wealth Management's XLRE Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2023, closing a stake of 3,311 shares — an estimated $124K sold.

Accel Wealth Management first reported a position in XLRE in Q4 2020 and held it in 10 quarters. The position peaked at $136K in Q2 2022. 592 funds tracked by Wall St. Rank hold XLRE as of Q2 2023.

Accel Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 3,311 State Street Real Estate Select Sector SPDR ETF shares in Q2 2023, an estimated $124K.
Accel Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $136K in Q2 2022.
592 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.