Sheaff Brock Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-12,152	Closed	-$345K	–	574
2017 Q3	$345K	Buy	12,152 +3,142	+35%	+$86.5K	0.05%	327
2017 Q2	$242K	Sell	9,010 -10,590	-54%	-$281K	0.03%	452
2017 Q1	$514K	Buy	19,600 +4,224	+27%	+$110K	0.07%	277
2016 Q4	$382K	Buy	+15,376	New	+$373K	0.05%	333

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Sheaff Brock Investment Advisors's XLB Position: Q4 2017 in Review

Sheaff Brock Investment Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2017, closing a stake of 12,152 shares — an estimated $345K sold.

Sheaff Brock Investment Advisors first reported a position in XLB in Q4 2016 and held it in 4 quarters. The position peaked at $514K in Q1 2017. 462 funds tracked by Wall St. Rank hold XLB as of Q4 2017.

Sheaff Brock Investment Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 12,152 State Street Materials Select Sector SPDR ETF shares in Q4 2017, an estimated $345K.
Sheaff Brock Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2016 and held it in 4 quarters.
Sheaff Brock Investment Advisors's State Street Materials Select Sector SPDR ETF position peaked at $514K in Q1 2017.
462 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.