Abbot Financial Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$880K Hold
10,775
0.41% 70
2025
Q1
$850K Hold
10,775
0.44% 62
2024
Q4
$816K Hold
10,775
0.41% 67
2024
Q3
$870K Buy
10,775
+675
+7% +$54.5K 0.44% 61
2024
Q2
$688K Buy
+10,100
New +$688K 0.37% 74