Ancora Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ancora Advisors’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.9M	Buy	80,050 +17,314	+28%	+$929K	0.1%	186
2025 Q4	$2.8M	Buy	62,736 +1,662	+3%	+$74K	0.06%	249
2025 Q3	$2.73M	Buy	61,074 +714	+1%	+$31.3K	0.05%	245
2025 Q2	$2.56M	Buy	60,360 +86	+0.1%	+$3.58K	0.05%	253
2025 Q1	$2.82M	Sell	60,274 -64,950	-52%	-$2.93M	0.06%	238
2024 Q4	$5.36M	Buy	125,224 +10,470	+9%	+$476K	0.12%	160
2024 Q3	$5.04M	Buy	114,754 +8,582	+8%	+$384K	0.11%	171
2024 Q2	$4.84M	Buy	106,172 +44,022	+71%	+$2.05M	0.12%	157
2024 Q1	$2.93M	Sell	62,150 -4,146	-6%	-$178K	0.07%	219
2023 Q4	$2.78M	Sell	66,296 -7,066	-10%	-$302K	0.07%	225
2023 Q3	$3.32M	Buy	73,362 +736	+1%	+$32.2K	0.09%	185
2023 Q2	$2.95M	Sell	72,626 -806	-1%	-$32.8K	0.08%	199
2023 Q1	$3.04M	Buy	73,432 +5,362	+8%	+$229K	0.09%	189
2022 Q4	$2.98M	Sell	68,070 -224	-0.3%	-$9.75K	0.09%	199
2022 Q3	$2.46M	Buy	68,294 +2,692	+4%	+$102K	0.08%	210
2022 Q2	$2.35M	Sell	65,602 -800	-1%	-$32.1K	0.07%	232
2022 Q1	$2.54M	Buy	66,402 +12,528	+23%	+$434K	0.06%	246
2021 Q4	$1.5M	Sell	53,874 -10,758	-17%	-$304K	0.04%	330
2021 Q3	$1.68M	Sell	64,632 -292	-0.4%	-$7.23K	0.04%	298
2021 Q2	$1.75M	Buy	64,924 +2,776	+4%	+$72.2K	0.05%	299
2021 Q1	$1.52M	Sell	62,148 -104,006	-63%	-$2.4M	0.04%	301
2020 Q4	$3.15M	Buy	166,154 +153,068	+1,170%	+$2.64M	0.1%	190
2020 Q3	$196K	Sell	13,086 -164,016	-93%	-$2.91M	0.01%	611
2020 Q2	$3.35M	Sell	177,102 -80,194	-31%	-$1.49M	0.14%	165
2020 Q1	$3.74M	Buy	257,296 +30,498	+13%	+$723K	0.17%	148
2019 Q4	$6.81M	Buy	+226,798	New	+$6.73M	0.25%	111
2018 Q4	–	Sell	-3,290	Closed	-$125K	–	1196
2018 Q3	$125K	Buy	+3,290	New	+$123K	﹤0.01%	714
2017 Q2	–	Sell	-6,560	Closed	-$229K	–	643
2017 Q1	$229K	Sell	6,560 -2,670	-29%	-$96.5K	0.02%	558
2016 Q4	$347K	Buy	+9,230	New	+$334K	0.03%	463
2016 Q1	–	Sell	-24,950	Closed	-$752K	–	520
2015 Q4	$752K	Buy	+24,950	New	+$821K	0.1%	237

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Ancora Advisors's XLE Position: Q1 2026 in Review

Ancora Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 28% in Q1 2026, buying an estimated $929K and bringing the position to 80,050 shares worth $4.9M. The position accounts for 0.1% of the portfolio, ranked #186.

Ancora Advisors first reported a position in XLE in Q4 2015 and has held it in 30 quarters since. The position peaked at $6.81M in Q4 2019. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Ancora Advisors held 80,050 shares of State Street Energy Select Sector SPDR ETF worth $4.9M as of Q1 2026.
Ancora Advisors bought 17,314 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $929K.
State Street Energy Select Sector SPDR ETF made up 0.1% of Ancora Advisors's portfolio in Q1 2026, its #186 holding.
Ancora Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and has held it in 30 quarters since.
Ancora Advisors's State Street Energy Select Sector SPDR ETF position peaked at $6.81M in Q4 2019.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.