Accel Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.19M	Sell	30,104 -949	-3%	-$41.2K	0.26%	88
2026 Q2	$1.41M	Sell	31,053 -2,487	-7%	-$113K	0.32%	75
2026 Q1	$1.54M	Sell	33,540 -4,548	-12%	-$204K	0.4%	64
2025 Q4	$1.63M	Sell	38,088 -762	-2%	-$33.7K	0.44%	58
2025 Q3	$1.69M	Sell	38,850 -4,630	-11%	-$196K	0.49%	54
2025 Q2	$1.78M	Buy	43,480 +736	+2%	+$29.3K	0.59%	48
2025 Q1	$1.69M	Buy	42,744 +150	+0.4%	+$5.86K	0.61%	44
2024 Q4	$1.61M	Buy	42,594 +1,432	+3%	+$56.8K	0.61%	44
2024 Q3	$1.66M	Buy	41,162 +12,850	+45%	+$477K	0.62%	47
2024 Q2	$965K	Sell	28,312 -908	-3%	-$31.2K	0.39%	67
2024 Q1	$959K	Buy	29,220 +104	+0.4%	+$3.25K	0.41%	64
2023 Q4	$922K	Sell	29,116 -408	-1%	-$12.5K	0.46%	62
2023 Q3	$870K	Sell	29,524 -1,992	-6%	-$64.2K	0.48%	61
2023 Q2	$1.03M	Sell	31,516 -810	-3%	-$27.3K	0.57%	52
2023 Q1	$1.09M	Sell	32,326 -1,610	-5%	-$54.6K	0.45%	59
2022 Q4	$1.2M	Sell	33,936 -3,424	-9%	-$116K	0.57%	48
2022 Q3	$1.29M	Sell	37,360 -28	-0.1%	-$1.03K	0.69%	41
2022 Q2	$1.3M	Sell	37,388 -21,862	-37%	-$791K	0.75%	36
2022 Q1	$2.24M	Buy	59,250 +622	+1%	+$21.6K	1.16%	17
2021 Q4	$2.1M	Buy	58,628 +8,012	+16%	+$270K	1.03%	24
2021 Q3	$1.62M	Buy	50,616 +5,448	+12%	+$182K	1.04%	24
2021 Q2	$1.43M	Buy	45,168 +9,840	+28%	+$322K	0.95%	25
2021 Q1	$1.13M	Buy	35,328 +9,818	+38%	+$305K	0.92%	23
2020 Q4	$800K	Buy	+25,510	New	+$807K	0.75%	31

Other funds holding XLU

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Accel Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.1% in Q3 2026, selling an estimated $41.2K and leaving 30,104 shares worth $1.19M. The position accounts for 0.26% of the portfolio, ranked #88.

Accel Wealth Management first reported a position in XLU in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.24M in Q1 2022. 576 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Accel Wealth Management held 30,104 shares of State Street Utilities Select Sector SPDR ETF worth $1.19M as of Q3 2026.
Accel Wealth Management sold 949 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $41.2K.
State Street Utilities Select Sector SPDR ETF made up 0.26% of Accel Wealth Management's portfolio in Q3 2026, its #88 holding.
Accel Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 24 quarters since.
Accel Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.24M in Q1 2022.
576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

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