Abbot Financial Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.62M	Sell	13,780 -10	-0.1%	-$1.17K	0.55%	45
2026 Q1	$1.5M	Sell	13,790 -480	-3%	-$56.1K	0.63%	45
2025 Q4	$1.7M	Sell	14,270 -180	-1%	-$21.3K	0.71%	38
2025 Q3	$1.73M	Sell	14,450 -1,400	-9%	-$160K	0.74%	33
2025 Q2	$1.72M	Hold	15,850	–	–	0.79%	35
2025 Q1	$1.56M	Hold	15,850	–	–	0.81%	35
2024 Q4	$1.78M	Buy	15,850 +300	+2%	+$32.1K	0.89%	31
2024 Q3	$1.56M	Hold	15,550	–	–	0.78%	36
2024 Q2	$1.42M	Hold	15,550	–	–	0.76%	34
2024 Q1	$1.43M	Sell	15,550 -80	-0.5%	-$7.12K	0.79%	34
2023 Q4	$1.4M	Sell	15,630 -50	-0.3%	-$4.14K	0.84%	36
2023 Q3	$1.26M	Hold	15,680	–	–	0.85%	36
2023 Q2	$1.33M	Hold	15,680	–	–	0.85%	37
2023 Q1	$1.17M	Sell	15,680 -100	-0.6%	-$7.17K	0.79%	41
2022 Q4	$1.02M	Sell	15,780 -2,300	-13%	-$160K	0.7%	46
2022 Q3	$1.29M	Hold	18,080	–	–	0.92%	38
2022 Q2	$1.24M	Hold	18,080	–	–	0.75%	41
2022 Q1	$1.67M	Sell	18,080 -1,060	-6%	-$97.1K	0.82%	37
2021 Q4	$1.96M	Buy	19,140 +80	+0.4%	+$7.97K	0.87%	35
2021 Q3	$1.71M	Hold	19,060	–	–	0.78%	40
2021 Q2	$1.7M	Hold	19,060	–	–	0.74%	38
2021 Q1	$1.6M	Hold	19,060	–	–	0.73%	38
2020 Q4	$1.53M	Hold	19,060	–	–	0.88%	39
2020 Q3	$1.4M	Hold	19,060	–	–	0.91%	38
2020 Q2	$1.22M	Hold	19,060	–	–	0.84%	36
2020 Q1	$935K	Hold	19,060	–	–	0.76%	41
2019 Q4	$1.2M	Buy	19,060 +900	+5%	+$54.8K	0.76%	42
2019 Q3	$1.1M	Buy	18,160 +400	+2%	+$24.1K	0.78%	40
2019 Q2	$1.06M	Buy	17,760 +2,760	+18%	+$162K	0.77%	42
2019 Q1	$854K	Buy	15,000 +8,100	+117%	+$439K	0.66%	54
2018 Q4	$342K	Buy	6,900 +2,200	+47%	+$116K	0.3%	73
2018 Q3	$275K	Buy	4,700 +200	+4%	+$11.4K	0.2%	96
2018 Q2	$246K	Buy	4,500 +300	+7%	+$15.9K	0.2%	94
2018 Q1	$213K	Buy	+4,200	New	+$219K	0.17%	97

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

MIFH

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Abbot Financial Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.07% in Q2 2026, selling an estimated $1.17K and leaving 13,780 shares worth $1.62M. The position accounts for 0.55% of the portfolio, ranked #45.

Abbot Financial Management first reported a position in XLY in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.96M in Q4 2021. 1,313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Abbot Financial Management held 13,780 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.62M as of Q2 2026.
Abbot Financial Management sold 10 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.17K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.55% of Abbot Financial Management's portfolio in Q2 2026, its #45 holding.
Abbot Financial Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and has held it in 34 quarters since.
Abbot Financial Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.96M in Q4 2021.
1,313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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