Accel Wealth Management Financial Sector Spdr Transaction History
Accel Wealth Management
- $290 Million
- Q2 2025
A detailed history of Accel Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Accel Wealth Management holds 39,204 shares of XLF stock, worth $2.1 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
39,204
Previous 38,295
2.37%
Holding current value
$2.1 Million
Previous $1.88 Million
8.97%
% of portfolio
0.71%
Previous 0.7%
Shares
18 transactions
Others Institutions Holding XLF
# of Institutions
2,112Shares Held
1.01BCall Options Held
180MPut Options Held
245M-
Kingstone Capital Partners Texas, LLC Frisco, TX229MShares$12.2 Billion1.46% of portfolio
-
Jpmorgan Chase & CO New York, NY150MShares$8.02 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC95.7MShares$5.11 Billion0.39% of portfolio
-
Morgan Stanley New York, NY56.9MShares$3.04 Billion0.21% of portfolio
-
Envestnet Asset Management Inc23.2MShares$1.24 Billion0.39% of portfolio