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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.92M Buy
79,302
+1,077
+1% +$56.1K 1.64% 14
2025
Q4
$4.28M Sell
78,225
-328
-0.4% -$17.5K 1.78% 12
2025
Q3
$4.23M Buy
78,553
+1,313
+2% +$69.6K 1.81% 12
2025
Q2
$4.05M Sell
77,240
-715
-0.9% -$35.4K 1.87% 12
2025
Q1
$3.88M Buy
77,955
+1,121
+1% +$56.2K 2.01% 11
2024
Q4
$3.71M Buy
76,834
+6,906
+10% +$334K 1.85% 12
2024
Q3
$3.17M Buy
69,928
+7,257
+12% +$317K 1.59% 15
2024
Q2
$2.58M Sell
62,671
-710
-1% -$29.2K 1.38% 19
2024
Q1
$2.67M Sell
63,381
-15
-0% -$592 1.47% 18
2023
Q4
$2.38M Buy
63,396
+2,358
+4% +$81.6K 1.43% 20
2023
Q3
$2.02M Buy
61,038
+2,739
+5% +$94.4K 1.36% 22
2023
Q2
$1.97M Sell
58,299
-328
-0.6% -$10.7K 1.26% 25
2023
Q1
$1.88M Buy
58,627
+7
+0% +$243 1.27% 26
2022
Q4
$2M Sell
58,620
-2,493
-4% -$84.3K 1.37% 23
2022
Q3
$1.85M Sell
61,113
-14,127
-19% -$467K 1.32% 26
2022
Q2
$2.37M Buy
75,240
+213
+0.3% +$7.36K 1.43% 24
2022
Q1
$2.88M Sell
75,027
-844
-1% -$33K 1.4% 25
2021
Q4
$2.96M Buy
75,871
+807
+1% +$31.7K 1.32% 25
2021
Q3
$2.82M Buy
75,064
+622
+0.8% +$23.3K 1.28% 22
2021
Q2
$2.73M Buy
74,442
+1,144
+2% +$41.8K 1.19% 23
2021
Q1
$2.5M Buy
73,298
+351
+0.5% +$11.3K 1.13% 25
2020
Q4
$2.15M Buy
72,947
+921
+1% +$24.6K 1.24% 29
2020
Q3
$1.73M Buy
72,026
+522
+0.7% +$12.7K 1.13% 33
2020
Q2
$1.66M Buy
71,504
+86
+0.1% +$1.95K 1.14% 33
2020
Q1
$1.49M Buy
71,418
+6,418
+10% +$177K 1.21% 33
2019
Q4
$2M Buy
65,000
+400
+0.6% +$11.7K 1.27% 31
2019
Q3
$1.81M Sell
64,600
-600
-0.9% -$16.6K 1.29% 28
2019
Q2
$1.8M Sell
65,200
-2,000
-3% -$54.2K 1.3% 28
2019
Q1
$1.73M Sell
67,200
-2,000
-3% -$51.6K 1.34% 27
2018
Q4
$1.65M Sell
69,200
-500
-0.7% -$13K 1.45% 25
2018
Q3
$1.92M Sell
69,700
-750
-1% -$21K 1.43% 26
2018
Q2
$1.87M Hold
70,450
1.49% 25
2018
Q1
$1.94M Sell
70,450
-900
-1% -$25.9K 1.56% 23
2017
Q4
$1.99M Buy
71,350
+1,000
+1% +$26.9K 1.59% 24
2017
Q3
$1.89M Sell
70,350
-2,338
-3% -$58.3K 1.57% 24
2017
Q2
$1.79M Buy
+72,688
New +$1.73M 1.61% 23

Other funds holding XLF

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

Abbot Financial Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.4% in Q1 2026, buying an estimated $56.1K and bringing the position to 79,302 shares worth $3.92M. The position accounts for 1.64% of the portfolio, ranked #14.

Abbot Financial Management first reported a position in XLF in Q2 2017 and has held it in 36 quarters since. The position peaked at $4.28M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Abbot Financial Management held 79,302 shares of State Street Financial Select Sector SPDR ETF worth $3.92M as of Q1 2026.
  • Abbot Financial Management bought 1,077 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $56.1K.
  • State Street Financial Select Sector SPDR ETF made up 1.64% of Abbot Financial Management's portfolio in Q1 2026, its #14 holding.
  • Abbot Financial Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2017 and has held it in 36 quarters since.
  • Abbot Financial Management's State Street Financial Select Sector SPDR ETF position peaked at $4.28M in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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