Accel Wealth Management Utilities Sector Spdr Transaction History

Accel Wealth Management

$268 Million
Q1 2025

A detailed history of Accel Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Accel Wealth Management holds 21,372 shares of XLU stock, worth $1.75 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

21,372

Previous 21,297 0.35%

Holding current value

$1.75 Million

Previous $1.61 Million 3.41%

% of portfolio

0.62%

Previous 0.63%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$74.7 - $80.27 $5,602 - $6,020	75 Added 0.35%	21,372 $1.67 Million
Q4 2024 Jan 21, 2025	BUY	$74.89 - $82.93 $53,621 - $59,377	716 Added 3.48%	21,297 $1.61 Million
Q3 2024 Oct 15, 2024	BUY	$67.67 - $80.78 $434,779 - $519,011	6,425 Added 45.39%	20,581 $1.66 Million
Q2 2024 Jul 12, 2024	SELL	$62.77 - $72.87 $28,497 - $33,082	-454 Reduced 3.11%	14,156 $964,000
Q1 2024 Apr 19, 2024	BUY	$59.95 - $65.65 $3,117 - $3,413	52 Added 0.36%	14,610 $959,000
Q4 2023 Jan 18, 2024	SELL	$56.19 - $65.96 $11,462 - $13,455	-204 Reduced 1.38%	14,558 $921,000
Q3 2023 Oct 19, 2023	SELL	$58.83 - $68.46 $58,594 - $68,186	-996 Reduced 6.32%	14,762 $869,000
Q2 2023 Jul 24, 2023	SELL	$64.34 - $69.97 $26,057 - $28,337	-405 Reduced 2.51%	15,758 $1.03 Million
Q1 2023 Apr 20, 2023	SELL	$63.7 - $72.08 $51,278 - $58,024	-805 Reduced 4.74%	16,163 $1.09 Million
Q4 2022 Jan 26, 2023	SELL	$61.52 - $72.67 $105,322 - $124,411	-1,712 Reduced 9.16%	16,968 $0
Q3 2022 Oct 12, 2022	SELL	$65.51 - $78.12 $917 - $1,093	-14 Reduced 0.07%	18,680 $1.29 Million
Q2 2022 Aug 03, 2022	SELL	$64.87 - $76.96 $709,093 - $841,249	-10,931 Reduced 36.9%	18,694 $1.3 Million
Q1 2022 Apr 29, 2022	BUY	$65.03 - $74.54 $20,224 - $23,181	311 Added 1.06%	29,625 $2.24 Million
Q4 2021 Jan 18, 2022	BUY	$63.88 - $71.58 $255,903 - $286,749	4,006 Added 15.83%	29,314 $2.1 Million
Q3 2021 Nov 04, 2021	BUY	$63.56 - $70.07 $173,137 - $190,870	2,724 Added 12.06%	25,308 $1.62 Million
Q2 2021 Aug 03, 2021	BUY	$63.23 - $67.72 $311,091 - $333,182	4,920 Added 27.85%	22,584 $1.43 Million
Q1 2021 May 10, 2021	BUY	$58.36 - $64.15 $286,489 - $314,912	4,909 Added 38.49%	17,664 $1.13 Million
Q4 2020 Jan 27, 2021	BUY	$59.98 - $66.76 $765,044 - $851,523	12,755 New	12,755 $800,000

Others Institutions Holding XLU

# of Institutions

1,572

Shares Held

148M

Call Options Held

13.6M

Put Options Held

38.2M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Account

Accel Wealth Management Utilities Sector Spdr Transaction History