Ancora Family Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Ancora Family Wealth Advisors’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$280K	Buy	4,790 +40	+0.8%	+$2.32K	0.1%	175
2016 Q2	$266K	Sell	4,750 -4,400	-48%	-$245K	0.1%	156
2016 Q1	$508K	Hold	9,150	–	–	0.21%	120
2015 Q4	$485K	Hold	9,150	–	–	0.21%	124
2015 Q3	$456K	Buy	+9,150	New	+$482K	0.19%	125

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ancora Family Wealth Advisors's XLI Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.84% in Q3 2016, buying an estimated $2.32K and bringing the position to 4,790 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #175.

Ancora Family Wealth Advisors first reported a position in XLI in Q3 2015 and has held it in 5 quarters since. The position peaked at $508K in Q1 2016. 422 funds tracked by Wall St. Rank hold XLI as of Q3 2016.

Ancora Family Wealth Advisors held 4,790 shares of State Street Industrial Select Sector SPDR ETF worth $280K as of Q3 2016.
Ancora Family Wealth Advisors bought 40 State Street Industrial Select Sector SPDR ETF shares in Q3 2016, an estimated $2.32K.
State Street Industrial Select Sector SPDR ETF made up 0.1% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #175 holding.
Ancora Family Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2015 and has held it in 5 quarters since.
Ancora Family Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $508K in Q1 2016.
422 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.