Ancora Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Ancora Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$238K	Sell	5,188 -3,500	-40%	-$157K	0.01%	676
2025 Q4	$371K	Hold	8,688	–	–	0.01%	603
2025 Q3	$379K	Sell	8,688 -212	-2%	-$8.97K	0.01%	601
2025 Q2	$363K	Buy	8,900 +212	+2%	+$8.45K	0.01%	601
2025 Q1	$343K	Hold	8,688	–	–	0.01%	600
2024 Q4	$329K	Buy	8,688 +6,950	+400%	+$276K	0.01%	601
2024 Q3	$70.2K	Buy	1,738 +550	+46%	+$20.4K	﹤0.01%	910
2024 Q2	$40.5K	Sell	1,188 -88	-7%	-$3.02K	﹤0.01%	998
2024 Q1	$41.9K	Sell	1,276 -638	-33%	-$19.9K	﹤0.01%	998
2023 Q4	$60.6K	Buy	1,914 +726	+61%	+$22.2K	﹤0.01%	895
2023 Q3	$35K	Hold	1,188	–	–	﹤0.01%	1002
2023 Q2	$38.9K	Hold	1,188	–	–	﹤0.01%	964
2023 Q1	$40.2K	Hold	1,188	–	–	﹤0.01%	966
2022 Q4	$42K	Buy	1,188 +196	+20%	+$6.66K	﹤0.01%	1007
2022 Q3	$32K	Hold	992	–	–	﹤0.01%	1211
2022 Q2	$35K	Hold	992	–	–	﹤0.01%	1276
2022 Q1	$37K	Sell	992 -640	-39%	-$22.2K	﹤0.01%	1366
2021 Q4	$58K	Buy	1,632 +640	+65%	+$21.6K	﹤0.01%	1201
2021 Q3	$32K	Buy	992 +352	+55%	+$11.8K	﹤0.01%	1329
2021 Q2	$20K	Sell	640 -16	-2%	-$524	﹤0.01%	1357
2021 Q1	$21K	Buy	656 +256	+64%	+$7.94K	﹤0.01%	1293
2020 Q4	$13K	Sell	400 -712	-64%	-$22.5K	﹤0.01%	1157
2020 Q3	$33K	Hold	1,112	–	–	﹤0.01%	935
2020 Q2	$31K	Hold	1,112	–	–	﹤0.01%	919
2020 Q1	$31K	Sell	1,112 -64,862	-98%	-$2.07M	﹤0.01%	984
2019 Q4	$2.13M	Buy	+65,974	New	+$2.1M	0.08%	240
2018 Q4	–	Sell	-1,112	Closed	-$29K	–	1199
2018 Q3	$29K	Buy	+1,112	New	+$29.5K	﹤0.01%	1008
2017 Q1	–	Sell	-1,442	Closed	-$35K	–	1088
2016 Q4	$35K	Sell	1,442 -7,864	-85%	-$188K	﹤0.01%	833
2016 Q3	$228K	Hold	9,306	–	–	0.02%	452
2016 Q2	$244K	Buy	+9,306	New	+$229K	0.03%	427

Other funds holding XLU

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ancora Advisors's XLU Position: Q1 2026 in Review

Ancora Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 40% in Q1 2026, selling an estimated $157K and leaving 5,188 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #676.

Ancora Advisors first reported a position in XLU in Q2 2016 and has held it in 30 quarters since. The position peaked at $2.13M in Q4 2019. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Ancora Advisors held 5,188 shares of State Street Utilities Select Sector SPDR ETF worth $238K as of Q1 2026.
Ancora Advisors sold 3,500 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $157K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #676 holding.
Ancora Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2016 and has held it in 30 quarters since.
Ancora Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.13M in Q4 2019.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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