Accel Wealth Management Utilities Sector Spdr Transaction History

Accel Wealth Management

$230 Million
Q1 2024

A detailed history of Accel Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Accel Wealth Management holds 14,610 shares of XLU stock, worth $1 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

14,610

Previous 14,558 0.36%

Holding current value

$1 Million

Previous $921,000 4.13%

% of portfolio

0.42%

Previous 0.47%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$65.75 - $72.67 $112,564 - $124,411	-1,712 Reduced 9.16%	16,968 $0
Q3 2022 Oct 12, 2022	SELL	N/A	-14 Reduced 0.07%	18,680 $1.29 Million
Q2 2022 Aug 03, 2022	SELL	N/A	-10,931 Reduced 36.9%	18,694 $1.3 Million
Q1 2022 Apr 29, 2022	BUY	N/A	311 Added 1.06%	29,625 $2.24 Million
Q4 2021 Jan 18, 2022	BUY	N/A	4,006 Added 15.83%	29,314 $2.1 Million
Q3 2021 Nov 04, 2021	BUY	N/A	2,724 Added 12.06%	25,308 $1.62 Million
Q2 2021 Aug 03, 2021	BUY	N/A	4,920 Added 27.85%	22,584 $1.43 Million
Q1 2021 May 10, 2021	BUY	N/A	4,909 Added 38.49%	17,664 $1.13 Million
Q4 2020 Jan 27, 2021	BUY	N/A	12,755 New	12,755 $800,000

Others Institutions Holding XLU

# of Institutions

1,252

Shares Held

138M

Call Options Held

17.4M

Put Options Held

29.3M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Accel Wealth Management Utilities Sector Spdr Transaction History