SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 38,088 Value ($000) $1,626 Avg Close Range
Q3 2025
Shares 19,425 Value ($000) $1,694 Avg Close Range
Q2 2025
Shares 21,740 Value ($000) $1,775 Avg Close Range
Q1 2025
Shares 21,372 Value ($000) $1,685 Avg Close Range
Q4 2024
Shares 21,297 Value ($000) $1,612 Avg Close Range
Q3 2024
Shares 20,581 Value ($000) $1,663 Avg Close Range
Q2 2024
Shares 14,156 Value ($000) $965 Avg Close Range
Q1 2024
Shares 14,610 Value ($000) $959 Avg Close Range
Q4 2023
Shares 14,558 Value ($000) $922 Avg Close Range
Q3 2023
Shares 14,762 Value ($000) $870 Avg Close Range
Q2 2023
Shares 15,758 Value ($000) $1,031 Avg Close Range
Q1 2023
Shares 16,163 Value ($000) $1,094 Avg Close Range
Q4 2022
Shares 16,968 Value ($000) $1,196 Avg Close Range
Q3 2022
Shares 18,680 Value ($000) $1,286 Avg Close Range
Q2 2022
Shares 18,694 Value ($000) $1,304 Avg Close Range
Q1 2022
Shares 29,625 Value ($000) $2,237 Avg Close Range
Q4 2021
Shares 29,314 Value ($000) $2,098 Avg Close Range
Q3 2021
Shares 25,308 Value ($000) $1,617 Avg Close Range
Q2 2021
Shares 22,584 Value ($000) $1,428 Avg Close Range
Q1 2021
Shares 17,664 Value ($000) $1,131 Avg Close Range
Q4 2020
Shares 12,755 Value ($000) $800 Avg Close Range