Ancora Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
30,180
+43
| +0.1% | +$3.65K | 0.05% | 251 |
|
|
2025
Q1 | $2.82M | Sell |
30,137
-32,475
| -52% | -$3.03M | 0.06% | 235 |
|
|
2024
Q4 | $5.36M | Buy |
62,612
+5,235
| +9% | +$448K | 0.12% | 159 |
|
|
2024
Q3 | $5.04M | Buy |
57,377
+4,291
| +8% | +$377K | 0.11% | 170 |
|
|
2024
Q2 | $4.84M | Buy |
53,086
+22,011
| +71% | +$2.01M | 0.12% | 156 |
|
|
2024
Q1 | $2.93M | Sell |
31,075
-2,073
| -6% | -$196K | 0.07% | 217 |
|
|
2023
Q4 | $2.78M | Sell |
33,148
-3,533
| -10% | -$296K | 0.07% | 221 |
|
|
2023
Q3 | $3.32M | Buy |
36,681
+368
| +1% | +$33.3K | 0.09% | 182 |
|
|
2023
Q2 | $2.95M | Sell |
36,313
-403
| -1% | -$32.7K | 0.08% | 198 |
|
|
2023
Q1 | $3.04M | Buy |
36,716
+2,681
| +8% | +$222K | 0.09% | 187 |
|
|
2022
Q4 | $2.98M | Sell |
34,035
-112
| -0.3% | -$9.8K | 0.09% | 197 |
|
|
2022
Q3 | $2.46M | Buy |
34,147
+1,346
| +4% | +$96.9K | 0.08% | 206 |
|
|
2022
Q2 | $2.35M | Sell |
32,801
-400
| -1% | -$28.6K | 0.07% | 227 |
|
|
2022
Q1 | $2.54M | Buy |
33,201
+6,264
| +23% | +$479K | 0.06% | 242 |
|
|
2021
Q4 | $1.5M | Sell |
26,937
-5,379
| -17% | -$299K | 0.04% | 326 |
|
|
2021
Q3 | $1.68M | Sell |
32,316
-146
| -0.4% | -$7.6K | 0.04% | 294 |
|
|
2021
Q2 | $1.75M | Buy |
32,462
+1,388
| +4% | +$74.8K | 0.05% | 295 |
|
|
2021
Q1 | $1.53M | Sell |
31,074
-52,003
| -63% | -$2.55M | 0.04% | 297 |
|
|
2020
Q4 | $3.15M | Buy |
83,077
+76,534
| +1,170% | +$2.9M | 0.1% | 189 |
|
|
2020
Q3 | $196K | Sell |
6,543
-82,008
| -93% | -$2.46M | 0.01% | 593 |
|
|
2020
Q2 | $3.35M | Sell |
88,551
-40,097
| -31% | -$1.52M | 0.14% | 165 |
|
|
2020
Q1 | $3.74M | Buy |
128,648
+15,249
| +13% | +$443K | 0.17% | 145 |
|
|
2019
Q4 | $6.81M | Buy |
+113,399
| New | +$6.81M | 0.25% | 111 |
|
|
2018
Q4 | – | Sell |
-1,645
| Closed | -$125K | – | 1195 |
|
|
2018
Q3 | $125K | Buy |
+1,645
| New | +$125K | ﹤0.01% | 714 |
|
|
2017
Q2 | – | Sell |
-3,280
| Closed | -$229K | – | 643 |
|
|
2017
Q1 | $229K | Sell |
3,280
-1,335
| -29% | -$93.2K | 0.02% | 558 |
|
|
2016
Q4 | $347K | Buy |
+4,615
| New | +$347K | 0.03% | 463 |
|
|
2016
Q1 | – | Sell |
-12,475
| Closed | -$752K | – | 520 |
|
|
2015
Q4 | $752K | Buy |
+12,475
| New | +$752K | 0.1% | 237 |
|