Ancora Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Ancora Advisors’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$348K	Sell	1,226 -41	-3%	-$11.1K	0.01%	613
2026 Q1	$322K	Buy	1,267 +41	+3%	+$11.2K	0.01%	608
2025 Q4	$296K	Hold	1,226	–	–	0.01%	648
2025 Q3	$288K	Buy	1,226 +25	+2%	+$5.46K	0.01%	653
2025 Q2	$253K	Buy	1,201 +64	+6%	+$11.6K	0.01%	674
2025 Q1	$183K	Hold	1,137	–	–	﹤0.01%	726
2024 Q4	$189K	Hold	1,137	–	–	﹤0.01%	722
2024 Q3	$179K	Hold	1,137	–	–	﹤0.01%	715
2024 Q2	$159K	Hold	1,137	–	–	﹤0.01%	715
2024 Q1	$160K	Hold	1,137	–	–	﹤0.01%	719
2023 Q4	$154K	Hold	1,137	–	–	﹤0.01%	721
2023 Q3	$127K	Hold	1,137	–	–	﹤0.01%	744
2023 Q2	$138K	Hold	1,137	–	–	﹤0.01%	727
2023 Q1	$133K	Buy	1,137 +145	+15%	+$16.9K	﹤0.01%	723
2022 Q4	$109K	Hold	992	–	–	﹤0.01%	813
2022 Q3	$91K	Buy	992 +492	+98%	+$51.4K	﹤0.01%	930
2022 Q2	$50K	Hold	500	–	–	﹤0.01%	1161
2022 Q1	$62K	Hold	500	–	–	﹤0.01%	1162
2021 Q4	$58K	Buy	+500	New	+$59.5K	﹤0.01%	1200

Other funds holding XAR

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Ancora Advisors's XAR Position: Q2 2026 in Review

Ancora Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 3.2% in Q2 2026, selling an estimated $11.1K and leaving 1,226 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #613.

Ancora Advisors first reported a position in XAR in Q4 2021 and has held it in 19 quarters since. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Ancora Advisors held 1,226 shares of State Street SPDR S&P Aerospace & Defense ETF worth $348K as of Q2 2026.
Ancora Advisors sold 41 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $11.1K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #613 holding.
Ancora Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2021 and has held it in 19 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.