Ancora Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $358K | Buy |
6,839
+1
| +0% | +$52 | 0.01% | 594 |
|
2025
Q1 | $341K | Buy |
6,838
+287
| +4% | +$14.3K | 0.01% | 594 |
|
2024
Q4 | $317K | Buy |
6,551
+1
| +0% | +$48 | 0.01% | 601 |
|
2024
Q3 | $297K | Sell |
6,550
-591
| -8% | -$26.8K | 0.01% | 603 |
|
2024
Q2 | $294K | Sell |
7,141
-704
| -9% | -$28.9K | 0.01% | 583 |
|
2024
Q1 | $330K | Buy |
7,845
+830
| +12% | +$35K | 0.01% | 561 |
|
2023
Q4 | $264K | Sell |
7,015
-697
| -9% | -$26.2K | 0.01% | 597 |
|
2023
Q3 | $256K | Buy |
7,712
+1,145
| +17% | +$38K | 0.01% | 598 |
|
2023
Q2 | $221K | Sell |
6,567
-566
| -8% | -$19.1K | 0.01% | 615 |
|
2023
Q1 | $229K | Buy |
7,133
+688
| +11% | +$22.1K | 0.01% | 605 |
|
2022
Q4 | $220K | Sell |
6,445
-572
| -8% | -$19.5K | 0.01% | 633 |
|
2022
Q3 | $213K | Sell |
7,017
-185
| -3% | -$5.62K | 0.01% | 683 |
|
2022
Q2 | $226K | Sell |
7,202
-110
| -2% | -$3.45K | 0.01% | 704 |
|
2022
Q1 | $280K | Buy |
7,312
+1,503
| +26% | +$57.6K | 0.01% | 692 |
|
2021
Q4 | $227K | Buy |
5,809
+306
| +6% | +$12K | 0.01% | 757 |
|
2021
Q3 | $206K | Buy |
5,503
+468
| +9% | +$17.5K | 0.01% | 770 |
|
2021
Q2 | $185K | Buy |
5,035
+187
| +4% | +$6.87K | ﹤0.01% | 757 |
|
2021
Q1 | $165K | Sell |
4,848
-53,753
| -92% | -$1.83M | ﹤0.01% | 736 |
|
2020
Q4 | $1.73M | Buy |
58,601
+56,912
| +3,370% | +$1.68M | 0.06% | 270 |
|
2020
Q3 | $41K | Hold |
1,689
| – | – | ﹤0.01% | 870 |
|
2020
Q2 | $39K | Buy |
1,689
+210
| +14% | +$4.85K | ﹤0.01% | 851 |
|
2020
Q1 | $31K | Hold |
1,479
| – | – | ﹤0.01% | 942 |
|
2019
Q4 | $46K | Buy |
+1,479
| New | +$46K | ﹤0.01% | 891 |
|
2019
Q1 | – | Sell |
-8,388
| Closed | -$200K | – | 622 |
|
2018
Q4 | $200K | Buy |
8,388
+1,106
| +15% | +$26.4K | 0.01% | 562 |
|
2018
Q3 | $201K | Buy |
+7,282
| New | +$201K | 0.01% | 644 |
|
2017
Q1 | – | Sell |
-3,185
| Closed | -$74K | – | 1083 |
|
2016
Q4 | $74K | Buy |
+3,185
| New | +$74K | 0.01% | 714 |
|