Accel Wealth Management Utilities Sector Spdr Transaction History

Accel Wealth Management

$263 Million
Q3 2024

A detailed history of Accel Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Accel Wealth Management holds 20,581 shares of XLU stock, worth $1.57 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

20,581

Previous 14,156 45.39%

Holding current value

$1.57 Million

Previous $964,000 72.41%

% of portfolio

0.63%

Previous 0.4%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

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