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 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 $1.37T 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

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

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

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

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

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

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

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

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

Abbot Financial Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.4% in Q1 2026, selling an estimated $56.1K and leaving 13,790 shares worth $1.5M. The position accounts for 0.63% of the portfolio, ranked #45.

Abbot Financial Management first reported a position in XLY in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.96M in Q4 2021. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Abbot Financial Management held 13,790 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.5M as of Q1 2026.
Abbot Financial Management sold 480 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $56.1K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.63% of Abbot Financial Management's portfolio in Q1 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 33 quarters since.
Abbot Financial Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.96M in Q4 2021.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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