SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Accel Wealth Management's Holding History (CIK: 0001838226)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 38,289 Value ($000) $2,097 Avg Close Range
Q3 2025
Shares 40,433 Value ($000) $2,178 Avg Close Range
Q2 2025
Shares 39,204 Value ($000) $2,053 Avg Close Range
Q1 2025
Shares 38,295 Value ($000) $1,907 Avg Close Range
Q4 2024
Shares 36,649 Value ($000) $1,771 Avg Close Range
Q3 2024
Shares 33,870 Value ($000) $1,535 Avg Close Range
Q2 2024
Shares 32,617 Value ($000) $1,341 Avg Close Range
Q1 2024
Shares 29,366 Value ($000) $1,237 Avg Close Range
Q4 2023
Shares 20,559 Value ($000) $773 Avg Close Range
Q3 2023
Shares 20,482 Value ($000) $679 Avg Close Range
Q2 2023
Shares 20,572 Value ($000) $693 Avg Close Range
Q1 2023
Shares 20,327 Value ($000) $654 Avg Close Range
Q4 2022
Shares 20,072 Value ($000) $686 Avg Close Range
Q3 2022
Shares 20,020 Value ($000) $647 Avg Close Range
Q2 2022
Shares 19,989 Value ($000) $635 Avg Close Range
Q1 2022
Shares 23,637 Value ($000) $903 Avg Close Range
Q4 2021
Shares 2,504 Value ($000) $98 Avg Close Range
Q3 2021
Shares 14 Value ($000) $1 Avg Close Range
Q2 2021
Shares 689 Value ($000) $25 Avg Close Range
Q1 2021
Shares 14 Value ($000) $0 Avg Close Range
Q4 2020
Shares 14 Value ($000) $0 Avg Close Range