Abbot Financial Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Abbot Financial Management’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$992K	Hold	8,946	–	–	0.41%	70
2025 Q4	$1.05M	Buy	8,946 +5,941	+198%	+$684K	0.44%	61
2025 Q3	$356K	Sell	3,005 -170	-5%	-$18.9K	0.15%	116
2025 Q2	$345K	Buy	3,175 +100	+3%	+$9.85K	0.16%	113
2025 Q1	$297K	Hold	3,075	–	–	0.15%	114
2024 Q4	$298K	Hold	3,075	–	–	0.15%	115
2024 Q3	$278K	Hold	3,075	–	–	0.14%	115
2024 Q2	$263K	Buy	3,075 +125	+4%	+$10.3K	0.14%	113
2024 Q1	$241K	Sell	2,950 -50	-2%	-$3.89K	0.13%	112
2023 Q4	$218K	Buy	+3,000	New	+$206K	0.13%	110
2022 Q4	–	Sell	-4,352	Closed	-$208K	–	116
2022 Q3	$208K	Sell	4,352 -85	-2%	-$4.68K	0.15%	106
2022 Q2	$241K	Sell	4,437 -200	-4%	-$12K	0.15%	108
2022 Q1	$319K	Sell	4,637 -1,692	-27%	-$119K	0.16%	108
2021 Q4	$492K	Sell	6,329 -6,046	-49%	-$478K	0.22%	86
2021 Q3	$991K	Buy	12,375 +887	+8%	+$73.4K	0.45%	59
2021 Q2	$930K	Buy	11,488 +2	+0%	+$156	0.41%	61
2021 Q1	$842K	Buy	11,486 +2,027	+21%	+$144K	0.38%	66
2020 Q4	$638K	Buy	9,459 +1,227	+15%	+$78.1K	0.37%	70
2020 Q3	$489K	Buy	8,232 +273	+3%	+$16.2K	0.32%	74
2020 Q2	$430K	Buy	7,959 +3	+0%	+$154	0.3%	77
2020 Q1	$352K	Buy	7,956 +850	+12%	+$44K	0.29%	79
2019 Q4	$381K	Buy	7,106 +119	+2%	+$6.13K	0.24%	89
2019 Q3	$346K	Buy	+6,987	New	+$350K	0.25%	90

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Abbot Financial Management's XLC Position: Q1 2026 in Review

Abbot Financial Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 8,946 shares worth $992K. The position accounts for 0.41% of the portfolio, ranked #70.

Abbot Financial Management first reported a position in XLC in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.05M in Q4 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Abbot Financial Management held 8,946 shares of State Street Communication Services Select Sector SPDR ETF worth $992K as of Q1 2026.
Abbot Financial Management left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.41% of Abbot Financial Management's portfolio in Q1 2026, its #70 holding.
Abbot Financial Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2019 and has held it in 23 quarters since.
Abbot Financial Management's State Street Communication Services Select Sector SPDR ETF position peaked at $1.05M in Q4 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.