Sheaff Brock Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-7,600	Closed	-$251K	–	529
2019 Q1	$251K	Buy	+7,600	New	+$244K	0.03%	379

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Sheaff Brock Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.95% in Q1 2025, selling an estimated $7.39K and leaving 17,034 shares worth $796K. The position accounts for 0.07% of the portfolio, ranked #196.

Sheaff Brock Investment Advisors first reported a position in XLE in Q2 2016 and has held it in 35 quarters since. The position peaked at $823K in Q4 2016. 1,840 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

Sheaff Brock Investment Advisors held 17,034 shares of State Street Energy Select Sector SPDR ETF worth $796K as of Q1 2025.
Sheaff Brock Investment Advisors sold 164 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $7.39K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #196 holding.
Sheaff Brock Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2016 and has held it in 35 quarters since.
Sheaff Brock Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $823K in Q4 2016.
1,840 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

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