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Sheaff Brock Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$301K Hold
2,300
– – 0.03% 332
2024
Q4 		$303K Hold
2,300
– – 0.03% 332
2024
Q3 		$312K Hold
2,300
– – 0.03% 328
2024
Q2 		$280K Sell
2,300
-361
-14% -$44.5K 0.03% 333
2024
Q1 		$335K Hold
2,661
– – 0.02% 338
2023
Q4 		$303K Hold
2,661
– – 0.02% 341
2023
Q3 		$270K Hold
2,661
– – 0.02% 348
2023
Q2 		$286K Hold
2,661
– – 0.02% 359
2023
Q1 		$269K Sell
2,661
-27
-1% -$2.72K 0.02% 377
2022
Q4 		$264K Buy
2,688
+27
+1% +$2.57K 0.03% 364
2022
Q3 		$220K Sell
2,661
-156
-6% -$14.4K 0.02% 392
2022
Q2 		$246K Hold
2,817
– – 0.02% 379
2022
Q1 		$290K Hold
2,817
– – 0.02% 384
2021
Q4 		$298K Hold
2,817
– – 0.02% 384
2021
Q3 		$276K Buy
2,817
+1
+0% +$103 0.02% 403
2021
Q2 		$289K Buy
2,816
+110
+4% +$11.3K 0.02% 375
2021
Q1 		$266K Hold
2,706
– – 0.02% 376
2020
Q4 		$240K Buy
2,706
+45
+2% +$3.79K 0.02% 383
2020
Q3 		$205K Buy
+2,661
New +$199K 0.02% 388
2019
Q3 		– Sell
-3,662
Closed -$284K – 503
2019
Q2 		$284K Sell
3,662
-800
-18% -$60.8K 0.03% 342
2019
Q1 		$335K Hold
4,462
– – 0.04% 325
2018
Q4 		$287K Sell
4,462
-1,000
-18% -$70.9K 0.05% 326
2018
Q3 		$428K Sell
5,462
-800
-13% -$61K 0.04% 294
2018
Q2 		$449K Sell
6,262
-700
-10% -$51.9K 0.04% 281
2018
Q1 		$517K Hold
6,962
– – 0.05% 248
2017
Q4 		$527K Sell
6,962
-2,270
-25% -$165K 0.07% 248
2017
Q3 		$655K Sell
9,232
-2,736
-23% -$188K 0.09% 211
2017
Q2 		$815K Buy
11,968
+317
+3% +$21.2K 0.11% 199
2017
Q1 		$758K Buy
11,651
+1,292
+12% +$83.5K 0.1% 205
2016
Q4 		$645K Buy
10,359
+5,445
+111% +$328K 0.08% 237
2016
Q3 		$287K Buy
4,914
+344
+8% +$20K 0.04% 367
2016
Q2 		$256K Sell
4,570
-200
-4% -$11.2K 0.03% 413
2016
Q1 		$265K Sell
4,770
-127
-3% -$6.57K 0.03% 420
2015
Q4 		$260K Buy
+4,897
New +$263K 0.03% 453

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Sheaff Brock Investment Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2025 at 2,300 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #332.

Sheaff Brock Investment Advisors first reported a position in XLI in Q4 2015 and has held it in 34 quarters since. The position peaked at $815K in Q2 2017. 1,350 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

  • Sheaff Brock Investment Advisors held 2,300 shares of State Street Industrial Select Sector SPDR ETF worth $301K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2025.
  • State Street Industrial Select Sector SPDR ETF made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #332 holding.
  • Sheaff Brock Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and has held it in 34 quarters since.
  • Sheaff Brock Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $815K in Q2 2017.
  • 1,350 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

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