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Sheaff Brock Investment Advisors’s SiriusXM SIRI Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.94M Buy
86,239
+169
+0.2% +$3.98K 0.18% 102
2024
Q4 		$1.96M Buy
86,070
+1
+0% +$26 0.17% 111
2024
Q3 		$2.04M Sell
86,069
-601
-0.7% -$18.7K 0.18% 107
2024
Q2 		$2.45M Sell
86,670
-174
-0.2% -$5.2K 0.23% 89
2024
Q1 		$3.37M Sell
86,844
-425
-0.5% -$20.2K 0.21% 77
2023
Q4 		$4.77M Sell
87,269
-3,445
-4% -$166K 0.37% 60
2023
Q3 		$4.1M Sell
90,714
-246
-0.3% -$11.4K 0.37% 55
2023
Q2 		$4.12M Sell
90,960
-86
-0.1% -$3.25K 0.35% 61
2023
Q1 		$3.61M Buy
91,046
+3,059
+3% +$146K 0.33% 67
2022
Q4 		$5.14M Hold
87,987
– – 0.51% 50
2022
Q3 		$5.02M Buy
87,987
+1,566
+2% +$98.4K 0.54% 49
2022
Q2 		$5.3M Buy
86,421
+50
+0.1% +$3.1K 0.44% 45
2022
Q1 		$5.72M Sell
86,371
-315
-0.4% -$19.8K 0.4% 52
2021
Q4 		$5.5M Buy
86,686
+1,137
+1% +$71.1K 0.37% 53
2021
Q3 		$5.22M Sell
85,549
-1,451
-2% -$91.2K 0.38% 54
2021
Q2 		$5.69M Buy
87,000
+2,106
+2% +$132K 0.41% 49
2021
Q1 		$5.17M Sell
84,894
-99
-0.1% -$6.03K 0.41% 51
2020
Q4 		$5.41M Buy
84,993
+4
+0% +$246 0.45% 43
2020
Q3 		$4.55M Buy
84,989
+804
+1% +$46.1K 0.42% 48
2020
Q2 		$4.94M Buy
84,185
+4
+0% +$224 0.49% 36
2020
Q1 		$4.16M Sell
84,181
-5,092
-6% -$333K 0.55% 35
2019
Q4 		$6.38M Buy
89,273
+4
+0% +$270 0.62% 31
2019
Q3 		$5.58M Buy
89,269
+3
+0% +$184 0.6% 34
2019
Q2 		$4.98M Buy
89,266
+762
+0.9% +$43.3K 0.54% 41
2019
Q1 		$5.02M Buy
88,504
+722
+0.8% +$43K 0.61% 40
2018
Q4 		$5.01M Buy
87,782
+729
+0.8% +$44.3K 0.79% 31
2018
Q3 		$5.5M Buy
87,053
+23
+0% +$1.6K 0.52% 39
2018
Q2 		$5.89M Buy
87,030
+1,852
+2% +$125K 0.58% 33
2018
Q1 		$5.32M Buy
85,178
+1,494
+2% +$89.7K 0.55% 38
2017
Q4 		$4.49M Buy
83,684
+1,293
+2% +$71.4K 0.58% 42
2017
Q3 		$4.55M Sell
82,391
-137
-0.2% -$7.58K 0.6% 45
2017
Q2 		$4.51M Buy
82,528
+1,093
+1% +$55.8K 0.59% 42
2017
Q1 		$4.19M Buy
81,435
+124
+0.2% +$6.09K 0.55% 44
2016
Q4 		$3.62M Buy
81,311
+70
+0.1% +$3.05K 0.46% 52
2016
Q3 		$3.39M Sell
81,241
-770
-0.9% -$32.1K 0.45% 50
2016
Q2 		$3.24M Sell
82,011
-100
-0.1% -$3.93K 0.41% 52
2016
Q1 		$3.24M Sell
82,111
-11,785
-13% -$440K 0.4% 53
2015
Q4 		$3.82M Buy
+93,896
New +$3.8M 0.43% 50

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sheaff Brock Investment Advisors's SIRI Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its SiriusXM (SIRI) stake by 0.2% in Q1 2025, buying an estimated $3.98K and bringing the position to 86,239 shares worth $1.94M. The position accounts for 0.18% of the portfolio, ranked #102.

Sheaff Brock Investment Advisors first reported a position in SIRI in Q4 2015 and has held it in 38 quarters since. The position peaked at $6.38M in Q4 2019. 554 funds tracked by Wall St. Rank hold SIRI as of Q1 2025.

  • Sheaff Brock Investment Advisors held 86,239 shares of SiriusXM worth $1.94M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 169 SiriusXM shares in Q1 2025, an estimated $3.98K.
  • SiriusXM made up 0.18% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #102 holding.
  • Sheaff Brock Investment Advisors first reported a position in SiriusXM in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's SiriusXM position peaked at $6.38M in Q4 2019.
  • 554 funds tracked by Wall St. Rank held SiriusXM as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.