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 Q2	$2.27M	Buy	12,253 +121	+1%	+$21K	0.78%	36
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Abbot Financial Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1% in Q2 2026, buying an estimated $21K and bringing the position to 12,253 shares worth $2.27M. The position accounts for 0.78% of the portfolio, ranked #36.

Abbot Financial Management first reported a position in XLI in Q2 2020 and has held it in 25 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Abbot Financial Management held 12,253 shares of State Street Industrial Select Sector SPDR ETF worth $2.27M as of Q2 2026.
Abbot Financial Management bought 121 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $21K.
State Street Industrial Select Sector SPDR ETF made up 0.78% of Abbot Financial Management's portfolio in Q2 2026, its #36 holding.
Abbot Financial Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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