SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 2,949 Value ($000) $425 Avg Close Range
Q3 2025
Shares 1,699 Value ($000) $479 Avg Close Range
Q2 2025
Shares 1,668 Value ($000) $422 Avg Close Range
Q1 2025
Shares 1,496 Value ($000) $309 Avg Close Range
Q4 2024
Shares 1,121 Value ($000) $261 Avg Close Range
Q3 2024
Shares 1,121 Value ($000) $253 Avg Close Range
Q2 2024
Shares 1,120 Value ($000) $253 Avg Close Range
Q3 2022
Shares 14 Value ($000) $2 Avg Close Range
Q2 2022
Shares 14 Value ($000) $2 Avg Close Range
Q1 2022
Shares 14 Value ($000) $2 Avg Close Range
Q4 2021
Shares 14 Value ($000) $2 Avg Close Range
Q3 2021
Shares 14 Value ($000) $2 Avg Close Range
Q2 2021
Shares 14 Value ($000) $2 Avg Close Range
Q1 2021
Shares 14 Value ($000) $2 Avg Close Range
Q4 2020
Shares 14 Value ($000) $2 Avg Close Range