Ancora Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Ancora Advisors’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$240K	Hold	1,639	–	–	0.01%	672
2025 Q4	$254K	Sell	1,639 -35	-2%	-$5.24K	0.01%	683
2025 Q3	$233K	Sell	1,674 -16	-0.9%	-$2.17K	﹤0.01%	689
2025 Q2	$228K	Hold	1,690	–	–	﹤0.01%	698
2025 Q1	$247K	Sell	1,690 -10	-0.6%	-$1.45K	0.01%	670
2024 Q4	$234K	Buy	1,700 +318	+23%	+$46.5K	0.01%	681
2024 Q3	$213K	Sell	1,382 -84	-6%	-$12.7K	﹤0.01%	681
2024 Q2	$214K	Sell	1,466 -249	-15%	-$35.7K	0.01%	651
2024 Q1	$253K	Sell	1,715 -200	-10%	-$28.7K	0.01%	625
2023 Q4	$261K	Buy	1,915 +550	+40%	+$71.5K	0.01%	621
2023 Q3	$176K	Buy	1,365 +138	+11%	+$18.3K	﹤0.01%	689
2023 Q2	$163K	Sell	1,227 -319	-21%	-$42.1K	﹤0.01%	692
2023 Q1	$200K	Sell	1,546 -142	-8%	-$18.5K	0.01%	642
2022 Q4	$229K	Buy	1,688 +303	+22%	+$40.2K	0.01%	645
2022 Q3	$168K	Buy	1,385 +31	+2%	+$3.99K	0.01%	776
2022 Q2	$174K	Hold	1,354	–	–	﹤0.01%	799
2022 Q1	$185K	Buy	1,354 +16	+1%	+$2.12K	﹤0.01%	815
2021 Q4	$189K	Buy	1,338 +175	+15%	+$23.2K	﹤0.01%	825
2021 Q3	$148K	Hold	1,163	–	–	﹤0.01%	872
2021 Q2	$146K	Sell	1,163 -317	-21%	-$38.9K	﹤0.01%	826
2021 Q1	$173K	Buy	1,480 +57	+4%	+$6.58K	﹤0.01%	738
2020 Q4	$161K	Sell	1,423 -617	-30%	-$67.4K	0.01%	664
2020 Q3	$215K	Buy	2,040 +833	+69%	+$87.7K	0.01%	595
2020 Q2	$121K	Buy	1,207 +7	+0.6%	+$691	0.01%	675
2020 Q1	$106K	Sell	1,200 -200	-14%	-$19.4K	﹤0.01%	771
2019 Q4	$143K	Buy	+1,400	New	+$135K	0.01%	716
2018 Q4	–	Sell	-2,000	Closed	-$190K	–	1200
2018 Q3	$190K	Buy	+2,000	New	+$181K	0.01%	656
2018 Q1	–	Sell	-2,540	Closed	-$210K	–	703
2017 Q4	$210K	Sell	2,540 -5,141	-67%	-$424K	0.01%	574
2017 Q3	$627K	Buy	+7,681	New	+$617K	0.04%	409
2017 Q1	–	Sell	-2,405	Closed	-$165K	–	1089
2016 Q4	$165K	Buy	+2,405	New	+$167K	0.01%	585

Other funds holding XLV

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ancora Advisors's XLV Position: Q1 2026 in Review

Ancora Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 1,639 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #672.

Ancora Advisors first reported a position in XLV in Q4 2016 and has held it in 30 quarters since. The position peaked at $627K in Q3 2017. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Ancora Advisors held 1,639 shares of State Street Health Care Select Sector SPDR ETF worth $240K as of Q1 2026.
Ancora Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #672 holding.
Ancora Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 30 quarters since.
Ancora Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $627K in Q3 2017.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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