Ancora Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ancora Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$384K	Buy	7,778 +4	+0.1%	+$208	0.01%	577
2025 Q4	$426K	Buy	7,774 +38	+0.5%	+$2.02K	0.01%	582
2025 Q3	$417K	Buy	7,736 +897	+13%	+$47.5K	0.01%	584
2025 Q2	$358K	Buy	6,839 +1	+0%	+$49	0.01%	603
2025 Q1	$341K	Buy	6,838 +287	+4%	+$14.4K	0.01%	602
2024 Q4	$317K	Buy	6,551 +1	+0%	+$48	0.01%	609
2024 Q3	$297K	Sell	6,550 -591	-8%	-$25.8K	0.01%	612
2024 Q2	$294K	Sell	7,141 -704	-9%	-$29K	0.01%	597
2024 Q1	$330K	Buy	7,845 +830	+12%	+$32.8K	0.01%	572
2023 Q4	$264K	Sell	7,015 -697	-9%	-$24.1K	0.01%	618
2023 Q3	$256K	Buy	7,712 +1,145	+17%	+$39.5K	0.01%	617
2023 Q2	$221K	Sell	6,567 -566	-8%	-$18.5K	0.01%	630
2023 Q1	$229K	Buy	7,133 +688	+11%	+$23.9K	0.01%	620
2022 Q4	$220K	Sell	6,445 -572	-8%	-$19.3K	0.01%	653
2022 Q3	$213K	Sell	7,017 -185	-3%	-$6.12K	0.01%	711
2022 Q2	$226K	Sell	7,202 -110	-2%	-$3.8K	0.01%	729
2022 Q1	$280K	Buy	7,312 +1,503	+26%	+$58.7K	0.01%	706
2021 Q4	$227K	Buy	5,809 +306	+6%	+$12K	0.01%	765
2021 Q3	$206K	Buy	5,503 +468	+9%	+$17.5K	0.01%	780
2021 Q2	$185K	Buy	5,035 +187	+4%	+$6.84K	﹤0.01%	767
2021 Q1	$165K	Sell	4,848 -53,753	-92%	-$1.73M	﹤0.01%	749
2020 Q4	$1.73M	Buy	58,601 +56,912	+3,370%	+$1.52M	0.06%	273
2020 Q3	$41K	Hold	1,689	–	–	﹤0.01%	896
2020 Q2	$39K	Buy	1,689 +210	+14%	+$4.77K	﹤0.01%	877
2020 Q1	$31K	Hold	1,479	–	–	﹤0.01%	983
2019 Q4	$46K	Buy	+1,479	New	+$43.4K	﹤0.01%	907
2019 Q1	–	Sell	-8,388	Closed	-$200K	–	622
2018 Q4	$200K	Buy	8,388 +1,106	+15%	+$28.7K	0.01%	562
2018 Q3	$201K	Buy	+7,282	New	+$204K	0.01%	644
2017 Q1	–	Sell	-3,185	Closed	-$74K	–	1084
2016 Q4	$74K	Buy	+3,185	New	+$68.3K	0.01%	714

Other funds holding XLF

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ancora Advisors's XLF Position: Q1 2026 in Review

Ancora Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.05% in Q1 2026, buying an estimated $208 and bringing the position to 7,778 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #577.

Ancora Advisors first reported a position in XLF in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.73M in Q4 2020. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Ancora Advisors held 7,778 shares of State Street Financial Select Sector SPDR ETF worth $384K as of Q1 2026.
Ancora Advisors bought 4 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $208.
State Street Financial Select Sector SPDR ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #577 holding.
Ancora Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 29 quarters since.
Ancora Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.73M in Q4 2020.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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