Sheaff Brock Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$211K	Sell	4,239 -229	-5%	-$11.5K	0.02%	388
2024 Q4	$216K	Buy	4,468 +3	+0.1%	+$145	0.02%	391
2024 Q3	$202K	Buy	+4,465	New	+$195K	0.02%	404
2024 Q2	–	Sell	-5,420	Closed	-$228K	–	522
2024 Q1	$228K	Buy	+5,420	New	+$214K	0.01%	415
2022 Q2	–	Sell	-5,311	Closed	-$203K	–	550
2022 Q1	$203K	Buy	+5,311	New	+$208K	0.01%	481
2020 Q1	–	Sell	-15,263	Closed	-$470K	–	501
2019 Q4	$470K	Buy	15,263 +539	+4%	+$15.8K	0.05%	256
2019 Q3	$412K	Buy	14,724 +4	+0%	+$110	0.04%	281
2019 Q2	$406K	Sell	14,720 -196	-1%	-$5.31K	0.04%	282
2019 Q1	$383K	Buy	14,916 +4	+0%	+$103	0.05%	306
2018 Q4	$355K	Sell	14,912 -1,895	-11%	-$49.2K	0.06%	284
2018 Q3	$464K	Sell	16,807 -596	-3%	-$16.7K	0.04%	279
2018 Q2	$463K	Buy	17,403 +3	+0%	+$83	0.05%	274
2018 Q1	$480K	Sell	17,400 -597	-3%	-$17.2K	0.05%	268
2017 Q4	$502K	Sell	17,997 -7,677	-30%	-$207K	0.07%	254
2017 Q3	$664K	Buy	25,674 +10,385	+68%	+$259K	0.09%	209
2017 Q2	$377K	Sell	15,289 -14,188	-48%	-$337K	0.05%	338
2017 Q1	$699K	Buy	29,477 +12,085	+69%	+$289K	0.09%	221
2016 Q4	$404K	Buy	+17,392	New	+$373K	0.05%	321

Other funds holding XLF

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Sheaff Brock Investment Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.1% in Q1 2025, selling an estimated $11.5K and leaving 4,239 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #388.

Sheaff Brock Investment Advisors first reported a position in XLF in Q4 2016 and has held it in 18 quarters since. The position peaked at $699K in Q1 2017. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

Sheaff Brock Investment Advisors held 4,239 shares of State Street Financial Select Sector SPDR ETF worth $211K as of Q1 2025.
Sheaff Brock Investment Advisors sold 229 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $11.5K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #388 holding.
Sheaff Brock Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 18 quarters since.
Sheaff Brock Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $699K in Q1 2017.
1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

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