Accel Wealth Management Financial Sector Spdr Transaction History

Accel Wealth Management

$257 Million
Q4 2024

A detailed history of Accel Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Accel Wealth Management holds 36,649 shares of XLF stock, worth $1.8 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

36,649

Previous 33,870 8.2%

Holding current value

$1.8 Million

Previous $1.53 Million 15.45%

% of portfolio

0.69%

Previous 0.58%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$44.89 - $51.34 $124,749 - $142,673	2,779 Added 8.2%	36,649 $1.77 Million
Q3 2024 Oct 15, 2024	BUY	$40.84 - $45.74 $51,172 - $57,312	1,253 Added 3.84%	33,870 $1.53 Million
Q2 2024 Jul 12, 2024	BUY	$39.59 - $42.49 $128,707 - $138,134	3,251 Added 11.07%	32,617 $1.34 Million
Q1 2024 Apr 19, 2024	BUY	$37.27 - $42.12 $328,236 - $370,950	8,807 Added 42.84%	29,366 $1.24 Million
Q4 2023 Jan 18, 2024	BUY	$31.45 - $37.72 $2,421 - $2,904	77 Added 0.38%	20,559 $773,000
Q3 2023 Oct 19, 2023	SELL	$33.17 - $35.6 $2,985 - $3,204	-90 Reduced 0.44%	20,482 $679,000
Q2 2023 Jul 24, 2023	BUY	$31.55 - $33.71 $7,729 - $8,258	245 Added 1.21%	20,572 $693,000
Q1 2023 Apr 20, 2023	BUY	$30.98 - $37.0 $7,899 - $9,435	255 Added 1.27%	20,327 $653,000
Q4 2022 Jan 26, 2023	BUY	$30.29 - $36.31 $1,575 - $1,888	52 Added 0.26%	20,072 $0
Q3 2022 Oct 12, 2022	BUY	$30.36 - $35.81 $941 - $1,110	31 Added 0.16%	20,020 $647,000
Q2 2022 Aug 03, 2022	SELL	$30.84 - $38.22 $112,504 - $139,426	-3,648 Reduced 15.43%	19,989 $635,000
Q1 2022 Apr 29, 2022	BUY	$35.66 - $41.42 $753,602 - $875,328	21,133 Added 843.97%	23,637 $903,000
Q4 2021 Jan 18, 2022	BUY	$37.54 - $40.62 $93,474 - $101,143	2,490 Added 17785.71%	2,504 $98,000
Q3 2021 Nov 04, 2021	SELL	$35.11 - $39.0 $23,699 - $26,325	-675 Reduced 97.97%	14 $1,000
Q2 2021 Aug 03, 2021	BUY	$34.47 - $38.47 $23,267 - $25,967	675 Added 4821.43%	689 $25,000
Q4 2020 Jan 27, 2021	BUY	$23.61 - $29.48 $330 - $412	14 New	14 $0

Others Institutions Holding XLF

# of Institutions

2,044

Shares Held

761M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Accel Wealth Management Financial Sector Spdr Transaction History