Ancora Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.2K | Hold |
337
| – | – | ﹤0.01% | 927 |
|
|
2025
Q1 | $66.5K | Hold |
337
| – | – | ﹤0.01% | 931 |
|
|
2024
Q4 | $75.6K | Sell |
337
-5
| -1% | -$1.12K | ﹤0.01% | 898 |
|
|
2024
Q3 | $68.5K | Sell |
342
-43
| -11% | -$8.62K | ﹤0.01% | 898 |
|
|
2024
Q2 | $70.2K | Sell |
385
-29
| -7% | -$5.29K | ﹤0.01% | 853 |
|
|
2024
Q1 | $76.1K | Sell |
414
-28
| -6% | -$5.15K | ﹤0.01% | 843 |
|
|
2023
Q4 | $79K | Buy |
442
+178
| +67% | +$31.8K | ﹤0.01% | 812 |
|
|
2023
Q3 | $42.5K | Hold |
264
| – | – | ﹤0.01% | 928 |
|
|
2023
Q2 | $44.8K | Sell |
264
-70
| -21% | -$11.9K | ﹤0.01% | 910 |
|
|
2023
Q1 | $49.9K | Buy |
334
+70
| +27% | +$10.5K | ﹤0.01% | 889 |
|
|
2022
Q4 | $34K | Buy |
264
+187
| +243% | +$24.1K | ﹤0.01% | 1022 |
|
|
2022
Q3 | $11K | Hold |
77
| – | – | ﹤0.01% | 1433 |
|
|
2022
Q2 | $11K | Sell |
77
-144
| -65% | -$20.6K | ﹤0.01% | 1538 |
|
|
2022
Q1 | $41K | Buy |
221
+58
| +36% | +$10.8K | ﹤0.01% | 1299 |
|
|
2021
Q4 | $33K | Hold |
163
| – | – | ﹤0.01% | 1408 |
|
|
2021
Q3 | $29K | Hold |
163
| – | – | ﹤0.01% | 1343 |
|
|
2021
Q2 | $29K | Sell |
163
-214
| -57% | -$38.1K | ﹤0.01% | 1226 |
|
|
2021
Q1 | $63K | Buy |
377
+19
| +5% | +$3.18K | ﹤0.01% | 970 |
|
|
2020
Q4 | $58K | Hold |
358
| – | – | ﹤0.01% | 832 |
|
|
2020
Q3 | $53K | Buy |
358
+259
| +262% | +$38.3K | ﹤0.01% | 815 |
|
|
2020
Q2 | $13K | Hold |
99
| – | – | ﹤0.01% | 1042 |
|
|
2020
Q1 | $10K | Hold |
99
| – | – | ﹤0.01% | 1146 |
|
|
2019
Q4 | $12K | Buy |
+99
| New | +$12K | ﹤0.01% | 1140 |
|
|
2018
Q4 | – | Sell |
-319
| Closed | -$37K | – | 1200 |
|
|
2018
Q3 | $37K | Buy |
+319
| New | +$37K | ﹤0.01% | 955 |
|
|
2017
Q1 | – | Sell |
-335
| Closed | -$27K | – | 1089 |
|
|
2016
Q4 | $27K | Buy |
+335
| New | +$27K | ﹤0.01% | 885 |
|