Sheaff Brock Investment Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$301K	Hold	2,300	–	–	0.03%	332
2024 Q4	$303K	Hold	2,300	–	–	0.03%	330
2024 Q3	$312K	Hold	2,300	–	–	0.03%	326
2024 Q2	$280K	Sell	2,300 -361	-14%	-$44K	0.03%	332
2024 Q1	$335K	Hold	2,661	–	–	0.02%	331
2023 Q4	$303K	Hold	2,661	–	–	0.02%	338
2023 Q3	$270K	Hold	2,661	–	–	0.02%	346
2023 Q2	$286K	Hold	2,661	–	–	0.02%	353
2023 Q1	$269K	Sell	2,661 -27	-1%	-$2.73K	0.02%	366
2022 Q4	$264K	Buy	2,688 +27	+1%	+$2.65K	0.03%	359
2022 Q3	$220K	Sell	2,661 -156	-6%	-$12.9K	0.02%	386
2022 Q2	$246K	Hold	2,817	–	–	0.02%	372
2022 Q1	$290K	Hold	2,817	–	–	0.02%	374
2021 Q4	$298K	Hold	2,817	–	–	0.02%	377
2021 Q3	$276K	Buy	2,817 +1	+0%	+$98	0.02%	395
2021 Q2	$289K	Buy	2,816 +110	+4%	+$11.3K	0.02%	371
2021 Q1	$266K	Hold	2,706	–	–	0.02%	368
2020 Q4	$240K	Buy	2,706 +45	+2%	+$3.99K	0.02%	376
2020 Q3	$205K	Buy	+2,661	New	+$205K	0.02%	384
2019 Q3	–	Sell	-3,662	Closed	-$284K	–	490
2019 Q2	$284K	Sell	3,662 -800	-18%	-$62K	0.03%	335
2019 Q1	$335K	Hold	4,462	–	–	0.04%	324
2018 Q4	$287K	Sell	4,462 -1,000	-18%	-$64.3K	0.05%	325
2018 Q3	$428K	Sell	5,462 -800	-13%	-$62.7K	0.04%	287
2018 Q2	$449K	Sell	6,262 -700	-10%	-$50.2K	0.04%	271
2018 Q1	$517K	Hold	6,962	–	–	0.05%	239
2017 Q4	$527K	Sell	6,962 -2,270	-25%	-$172K	0.07%	248
2017 Q3	$655K	Sell	9,232 -2,736	-23%	-$194K	0.09%	211
2017 Q2	$815K	Buy	11,968 +317	+3%	+$21.6K	0.11%	199
2017 Q1	$758K	Buy	11,651 +1,292	+12%	+$84.1K	0.1%	205
2016 Q4	$645K	Buy	10,359 +5,445	+111%	+$339K	0.08%	237
2016 Q3	$287K	Buy	4,914 +344	+8%	+$20.1K	0.04%	367
2016 Q2	$256K	Sell	4,570 -200	-4%	-$11.2K	0.03%	413
2016 Q1	$265K	Sell	4,770 -127	-3%	-$7.06K	0.03%	420
2015 Q4	$260K	Buy	+4,897	New	+$260K	0.03%	453