Ancora Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Ancora Advisors’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$109K	Hold	1,004	–	–	﹤0.01%	882
2025 Q4	$120K	Sell	1,004 -40	-4%	-$4.74K	﹤0.01%	873
2025 Q3	$125K	Buy	1,044 +370	+55%	+$42.3K	﹤0.01%	817
2025 Q2	$73.2K	Hold	674	–	–	﹤0.01%	940
2025 Q1	$66.5K	Hold	674	–	–	﹤0.01%	945
2024 Q4	$75.6K	Sell	674 -10	-1%	-$1.07K	﹤0.01%	913
2024 Q3	$68.5K	Sell	684 -86	-11%	-$8.04K	﹤0.01%	914
2024 Q2	$70.2K	Sell	770 -58	-7%	-$5.15K	﹤0.01%	876
2024 Q1	$76.1K	Sell	828 -56	-6%	-$4.99K	﹤0.01%	864
2023 Q4	$79K	Buy	884 +356	+67%	+$29.5K	﹤0.01%	842
2023 Q3	$42.5K	Hold	528	–	–	﹤0.01%	956
2023 Q2	$44.8K	Sell	528 -140	-21%	-$10.7K	﹤0.01%	935
2023 Q1	$49.9K	Buy	668 +140	+27%	+$10K	﹤0.01%	914
2022 Q4	$34K	Buy	528 +374	+243%	+$26.1K	﹤0.01%	1053
2022 Q3	$11K	Hold	154	–	–	﹤0.01%	1475
2022 Q2	$11K	Sell	154 -288	-65%	-$22.7K	﹤0.01%	1587
2022 Q1	$41K	Buy	442 +116	+36%	+$10.6K	﹤0.01%	1328
2021 Q4	$33K	Hold	326	–	–	﹤0.01%	1421
2021 Q3	$29K	Hold	326	–	–	﹤0.01%	1366
2021 Q2	$29K	Sell	326 -428	-57%	-$37.3K	﹤0.01%	1248
2021 Q1	$63K	Buy	754 +38	+5%	+$3.16K	﹤0.01%	992
2020 Q4	$58K	Hold	716	–	–	﹤0.01%	849
2020 Q3	$53K	Buy	716 +518	+262%	+$36.7K	﹤0.01%	840
2020 Q2	$13K	Hold	198	–	–	﹤0.01%	1073
2020 Q1	$10K	Hold	198	–	–	﹤0.01%	1196
2019 Q4	$12K	Buy	+198	New	+$12K	﹤0.01%	1163
2018 Q4	–	Sell	-638	Closed	-$37K	–	1201
2018 Q3	$37K	Buy	+638	New	+$36.3K	﹤0.01%	955
2017 Q1	–	Sell	-670	Closed	-$27K	–	1090
2016 Q4	$27K	Buy	+670	New	+$27.1K	﹤0.01%	885

Other funds holding XLY

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

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

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

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

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

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

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

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

Ancora Advisors's XLY Position: Q1 2026 in Review

Ancora Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 1,004 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Ancora Advisors first reported a position in XLY in Q4 2016 and has held it in 28 quarters since. The position peaked at $125K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Ancora Advisors held 1,004 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $109K as of Q1 2026.
Ancora Advisors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #882 holding.
Ancora Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and has held it in 28 quarters since.
Ancora Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $125K in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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