Ancora Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Ancora Advisors’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$167K	Buy	4,090 +160	+4%	+$6.71K	﹤0.01%	761
2025 Q4	$159K	Hold	3,930	–	–	﹤0.01%	796
2025 Q3	$166K	Hold	3,930	–	–	﹤0.01%	758
2025 Q2	$163K	Sell	3,930 -160	-4%	-$6.57K	﹤0.01%	772
2025 Q1	$171K	Buy	4,090 +160	+4%	+$6.67K	﹤0.01%	749
2024 Q4	$160K	Hold	3,930	–	–	﹤0.01%	766
2024 Q3	$176K	Sell	3,930 -20	-0.5%	-$843	﹤0.01%	719
2024 Q2	$152K	Hold	3,950	–	–	﹤0.01%	728
2024 Q1	$156K	Sell	3,950 -408	-9%	-$15.9K	﹤0.01%	725
2023 Q4	$175K	Buy	4,358 +258	+6%	+$9.27K	﹤0.01%	697
2023 Q3	$140K	Hold	4,100	–	–	﹤0.01%	727
2023 Q2	$155K	Hold	4,100	–	–	﹤0.01%	707
2023 Q1	$153K	Hold	4,100	–	–	﹤0.01%	703
2022 Q4	$151K	Buy	4,100 +921	+29%	+$34K	﹤0.01%	731
2022 Q3	$114K	Sell	3,179 -854	-21%	-$35.8K	﹤0.01%	864
2022 Q2	$165K	Hold	4,033	–	–	﹤0.01%	814
2022 Q1	$195K	Sell	4,033 -347	-8%	-$16.3K	﹤0.01%	806
2021 Q4	$227K	Buy	4,380 +619	+16%	+$29.8K	0.01%	766
2021 Q3	$167K	Hold	3,761	–	–	﹤0.01%	833
2021 Q2	$167K	Sell	3,761 -17	-0.4%	-$729	﹤0.01%	785
2021 Q1	$149K	Buy	3,778 +17	+0.5%	+$639	﹤0.01%	777
2020 Q4	$138K	Buy	+3,761	New	+$136K	﹤0.01%	685
2017 Q1	–	Sell	-81	Closed	-$2K	–	1087
2016 Q4	$2K	Buy	+81	New	+$2.48K	﹤0.01%	1194

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Ancora Advisors's XLRE Position: Q1 2026 in Review

Ancora Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 4.1% in Q1 2026, buying an estimated $6.71K and bringing the position to 4,090 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Ancora Advisors first reported a position in XLRE in Q4 2016 and has held it in 23 quarters since. The position peaked at $227K in Q4 2021. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Ancora Advisors held 4,090 shares of State Street Real Estate Select Sector SPDR ETF worth $167K as of Q1 2026.
Ancora Advisors bought 160 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $6.71K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #761 holding.
Ancora Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and has held it in 23 quarters since.
Ancora Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $227K in Q4 2021.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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