Abbot Financial Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$219K Hold
4,118
0.07% 137
2026
Q1
$252K Buy
+4,118
New +$221K 0.11% 126
2024
Q3
Sell
-4,418
Closed -$201K 128
2024
Q2
$201K Buy
4,418
+150
+4% +$6.99K 0.11% 123
2024
Q1
$201K Buy
+4,268
New +$183K 0.11% 119

Other funds holding XLE

Abbot Financial Management's XLE Position: Q2 2026 in Review

Abbot Financial Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 4,118 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #137.

Abbot Financial Management first reported a position in XLE in Q1 2024 and has held it in 4 quarters since. The position peaked at $252K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Abbot Financial Management held 4,118 shares of State Street Energy Select Sector SPDR ETF worth $219K as of Q2 2026.
  • Abbot Financial Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.07% of Abbot Financial Management's portfolio in Q2 2026, its #137 holding.
  • Abbot Financial Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 4 quarters since.
  • Abbot Financial Management's State Street Energy Select Sector SPDR ETF position peaked at $252K in Q1 2026.
  • 2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.