Accel Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$293K Buy
1,742
+208
+14% +$34.7K 0.06% 221
2026
Q2
$243K Buy
1,534
+4
+0.3% +$595 0.05% 258
2026
Q1
$224K Buy
1,530
+51
+3% +$7.87K 0.06% 256
2025
Q4
$229K Sell
1,479
-91
-6% -$13.6K 0.06% 251
2025
Q3
$218K Buy
1,570
+57
+4% +$7.71K 0.06% 251
2025
Q2
$204K Buy
+1,513
New +$204K 0.07% 252
2024
Q2
– Sell
-1,424
Closed -$210K – 255
2024
Q1
$210K Buy
+1,424
New +$204K 0.09% 207
2023
Q4
– Sell
-2,017
Closed -$260K – 198
2023
Q3
$260K Sell
2,017
-827
-29% -$110K 0.14% 136
2023
Q2
$378K Sell
2,844
-578
-17% -$76.2K 0.21% 108
2023
Q1
$443K Buy
3,422
+168
+5% +$21.9K 0.18% 128
2022
Q4
$442K Buy
3,254
+493
+18% +$65.3K 0.21% 94
2022
Q3
$349K Buy
2,761
+763
+38% +$98.3K 0.19% 110
2022
Q2
$260K Buy
1,998
+1,769
+772% +$232K 0.15% 127
2022
Q1
$32K Hold
229
– – 0.02% 457
2021
Q4
$32K Hold
229
– – 0.02% 469
2021
Q3
$29K Hold
229
– – 0.02% 432
2021
Q2
$29K Hold
229
– – 0.02% 448
2021
Q1
$27K Sell
229
-30
-12% -$3.46K 0.02% 437
2020
Q4
$29K Buy
+259
New +$28.3K 0.03% 416

Other funds holding XLV

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

Accel Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 14% in Q3 2026, buying an estimated $34.7K and bringing the position to 1,742 shares worth $293K. The position accounts for 0.06% of the portfolio, ranked #221.

Accel Wealth Management first reported a position in XLV in Q4 2020 and has held it in 19 quarters since. The position peaked at $443K in Q1 2023. 1,200 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • Accel Wealth Management held 1,742 shares of State Street Health Care Select Sector SPDR ETF worth $293K as of Q3 2026.
  • Accel Wealth Management bought 208 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $34.7K.
  • State Street Health Care Select Sector SPDR ETF made up 0.06% of Accel Wealth Management's portfolio in Q3 2026, its #221 holding.
  • Accel Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 19 quarters since.
  • Accel Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $443K in Q1 2023.
  • 1,200 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

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