Accel Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-162	Closed	-$12.1K	–	898
2023 Q1	$12.1K	Hold	162	–	–	0.01%	839
2022 Q4	$10.5K	Hold	162	–	–	0.01%	696
2022 Q3	$12K	Hold	162	–	–	0.01%	707
2022 Q2	$12K	Hold	162	–	–	0.01%	678
2022 Q1	$15K	Hold	162	–	–	0.01%	628
2021 Q4	$17K	Hold	162	–	–	0.01%	604
2021 Q3	$15K	Hold	162	–	–	0.01%	565
2021 Q2	$14K	Buy	+162	New	+$14.1K	0.01%	635

Other funds holding XLY

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Accel Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2023, closing a stake of 162 shares — an estimated $12.1K sold.

Accel Wealth Management first reported a position in XLY in Q2 2021 and held it in 8 quarters. The position peaked at $17K in Q4 2021. 1,031 funds tracked by Wall St. Rank hold XLY as of Q2 2023.

Accel Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 162 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2023, an estimated $12.1K.
Accel Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and held it in 8 quarters.
Accel Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $17K in Q4 2021.
1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2023.

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