Abbot Financial Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.31M	Buy	8,905 +40	+0.5%	+$6.17K	0.55%	53
2025 Q4	$1.37M	Hold	8,865	–	–	0.57%	45
2025 Q3	$1.23M	Sell	8,865 -50	-0.6%	-$6.77K	0.53%	51
2025 Q2	$1.2M	Sell	8,915 -35	-0.4%	-$4.73K	0.55%	52
2025 Q1	$1.31M	Sell	8,950 -20	-0.2%	-$2.9K	0.68%	44
2024 Q4	$1.23M	Sell	8,970 -100	-1%	-$14.6K	0.61%	41
2024 Q3	$1.4M	Hold	9,070	–	–	0.7%	39
2024 Q2	$1.32M	Sell	9,070 -25	-0.3%	-$3.59K	0.71%	36
2024 Q1	$1.34M	Hold	9,095	–	–	0.74%	37
2023 Q4	$1.24M	Sell	9,095 -40	-0.4%	-$5.2K	0.75%	40
2023 Q3	$1.18M	Sell	9,135 -150	-2%	-$19.9K	0.79%	39
2023 Q2	$1.23M	Hold	9,285	–	–	0.79%	40
2023 Q1	$1.2M	Hold	9,285	–	–	0.81%	39
2022 Q4	$1.26M	Buy	9,285 +25	+0.3%	+$3.31K	0.86%	40
2022 Q3	$1.12M	Buy	9,260 +25	+0.3%	+$3.22K	0.8%	42
2022 Q2	$1.18M	Sell	9,235 -100	-1%	-$13.1K	0.72%	44
2022 Q1	$1.28M	Sell	9,335 -565	-6%	-$74.8K	0.62%	46
2021 Q4	$1.4M	Hold	9,900	–	–	0.62%	46
2021 Q3	$1.26M	Hold	9,900	–	–	0.57%	50
2021 Q2	$1.25M	Hold	9,900	–	–	0.55%	52
2021 Q1	$1.16M	Buy	9,900 +50	+0.5%	+$5.77K	0.52%	52
2020 Q4	$1.12M	Sell	9,850 -250	-2%	-$27.3K	0.64%	50
2020 Q3	$1.06M	Hold	10,100	–	–	0.69%	46
2020 Q2	$1.01M	Hold	10,100	–	–	0.7%	46
2020 Q1	$895K	Hold	10,100	–	–	0.73%	45
2019 Q4	$1.03M	Hold	10,100	–	–	0.65%	50
2019 Q3	$910K	Sell	10,100 -125	-1%	-$11.4K	0.65%	53
2019 Q2	$947K	Buy	10,225 +875	+9%	+$78.7K	0.69%	49
2019 Q1	$858K	Hold	9,350	–	–	0.67%	52
2018 Q4	$809K	Sell	9,350 -200	-2%	-$18.1K	0.71%	51
2018 Q3	$909K	Hold	9,550	–	–	0.68%	56
2018 Q2	$797K	Hold	9,550	–	–	0.63%	59
2018 Q1	$777K	Hold	9,550	–	–	0.62%	56
2017 Q4	$790K	Hold	9,550	–	–	0.63%	57
2017 Q3	$794K	Hold	9,550	–	–	0.66%	58
2017 Q2	$757K	Buy	+9,550	New	+$728K	0.68%	57

Other funds holding XLV

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Abbot Financial Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.45% in Q1 2026, buying an estimated $6.17K and bringing the position to 8,905 shares worth $1.31M. The position accounts for 0.55% of the portfolio, ranked #53.

Abbot Financial Management first reported a position in XLV in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.4M in Q3 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Abbot Financial Management held 8,905 shares of State Street Health Care Select Sector SPDR ETF worth $1.31M as of Q1 2026.
Abbot Financial Management bought 40 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $6.17K.
State Street Health Care Select Sector SPDR ETF made up 0.55% of Abbot Financial Management's portfolio in Q1 2026, its #53 holding.
Abbot Financial Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2017 and has held it in 36 quarters since.
Abbot Financial Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.4M in Q3 2024.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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