A detailed history of Abbot Financial Management, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Abbot Financial Management, Inc. holds 10,775 shares of XLU stock, worth $824,072. This represents 0.45% of its overall portfolio holdings.

Number of Shares
10,775
Previous 10,100 6.68%
Holding current value
$824,072
Previous $688,000 26.45%
% of portfolio
0.45%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$67.67 - $80.78 $45,677 - $54,526
675 Added 6.68%
10,775 $870,000
Q2 2024

Aug 09, 2024

BUY
$62.77 - $72.87 $633,977 - $735,987
10,100 New
10,100 $688,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Abbot Financial Management, Inc. Portfolio

Follow Abbot Financial Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abbot Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Abbot Financial Management, Inc. with notifications on news.