Number of Shares
20,123.00
Current Holdings Value*
$4.16 Mil
% of Portfolio
2.16%
Total Estimate Gain
$4.40 Mil
% of Total Estimate Gain
214.87%

Abbot Financial Management, Inc.'s Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Abbot Financial Management, Inc. held 20,123.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $4.16 Mil. This investment constitutes 2.16% of their stock portfolio, and Abbot Financial Management, Inc. now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2018Q2. And since then Abbot Financial Management, Inc. has made 6 purchases of XLK, at an average price of $69.83, for a total of 29,345.00 shares. In addition, there have been 19 sales at an average price of $129.65 for 9,222.00 shares. Based on historical transaction data and XLK's current price of $261.23, Abbot Financial Management, Inc.'s estimated gain on his XLK holdings is $4.40 Mil, reflecting a 214.87% gain to date.

Abbot Financial Management, Inc. XLK ($261.23) Holding Chart

Abbot Financial Management, Inc. XLK ($261.23) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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