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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.96M	Sell	12,132 -231	-2%	-$38.8K	0.82%	34
2025 Q4	$1.92M	Sell	12,363 -44	-0.4%	-$6.77K	0.8%	31
2025 Q3	$1.91M	Sell	12,407 -64	-0.5%	-$9.7K	0.82%	32
2025 Q2	$1.84M	Sell	12,471 -8	-0.1%	-$1.09K	0.85%	32
2025 Q1	$1.64M	Buy	12,479 +587	+5%	+$79.3K	0.85%	31
2024 Q4	$1.57M	Buy	11,892 +40	+0.3%	+$5.51K	0.78%	35
2024 Q3	$1.61M	Buy	11,852 +683	+6%	+$86.8K	0.81%	34
2024 Q2	$1.36M	Buy	11,169 +196	+2%	+$24.2K	0.73%	35
2024 Q1	$1.38M	Sell	10,973 -33	-0.3%	-$3.88K	0.76%	36
2023 Q4	$1.25M	Buy	11,006 +106	+1%	+$11.1K	0.75%	37
2023 Q3	$1.11M	Buy	10,900 +1,439	+15%	+$154K	0.74%	42
2023 Q2	$1.02M	Sell	9,461 -46	-0.5%	-$4.63K	0.65%	46
2023 Q1	$962K	Sell	9,507 -70	-0.7%	-$7.04K	0.65%	49
2022 Q4	$941K	Sell	9,577 -472	-5%	-$44.9K	0.64%	51
2022 Q3	$832K	Buy	10,049 +20	+0.2%	+$1.84K	0.59%	53
2022 Q2	$876K	Buy	10,029 +173	+2%	+$16.3K	0.53%	59
2022 Q1	$1.01M	Buy	9,856 +196	+2%	+$19.9K	0.5%	60
2021 Q4	$1.02M	Buy	9,660 +771	+9%	+$80.1K	0.46%	59
2021 Q3	$870K	Buy	8,889 +676	+8%	+$69.4K	0.4%	64
2021 Q2	$841K	Buy	8,213 +194	+2%	+$19.9K	0.37%	67
2021 Q1	$789K	Buy	8,019 +278	+4%	+$25.5K	0.36%	69
2020 Q4	$685K	Buy	7,741 +329	+4%	+$27.7K	0.39%	66
2020 Q3	$571K	Buy	7,412 +2,472	+50%	+$185K	0.37%	68
2020 Q2	$339K	Buy	+4,940	New	+$320K	0.23%	89

Other funds holding XLI

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Abbot Financial Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.9% in Q1 2026, selling an estimated $38.8K and leaving 12,132 shares worth $1.96M. The position accounts for 0.82% of the portfolio, ranked #34.

Abbot Financial Management first reported a position in XLI in Q2 2020 and has held it in 24 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Abbot Financial Management held 12,132 shares of State Street Industrial Select Sector SPDR ETF worth $1.96M as of Q1 2026.
Abbot Financial Management sold 231 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $38.8K.
State Street Industrial Select Sector SPDR ETF made up 0.82% of Abbot Financial Management's portfolio in Q1 2026, its #34 holding.
Abbot Financial Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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