Sheaff Brock Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.25M	Buy	21,786 +1,404	+7%	+$159K	0.21%	92
2024 Q4	$2.37M	Buy	20,382 +2,452	+14%	+$285K	0.21%	92
2024 Q3	$2.02M	Buy	17,930 +1,350	+8%	+$148K	0.18%	108
2024 Q2	$1.88M	Sell	16,580 -598	-3%	-$63K	0.17%	111
2024 Q1	$1.79M	Buy	17,178 +200	+1%	+$20.2K	0.11%	126
2023 Q4	$1.63M	Buy	16,978 +700	+4%	+$62.3K	0.13%	119
2023 Q3	$1.33M	Sell	16,278 -240	-1%	-$20.6K	0.12%	129
2023 Q2	$1.44M	Sell	16,518 -560	-3%	-$44.1K	0.12%	127
2023 Q1	$1.29M	Sell	17,078 -70	-0.4%	-$4.82K	0.12%	136
2022 Q4	$1.07M	Sell	17,148 -500	-3%	-$31.8K	0.11%	156
2022 Q3	$1.05M	Sell	17,648 -332	-2%	-$22.7K	0.11%	146
2022 Q2	$1.14M	Sell	17,980 -2,104	-10%	-$147K	0.1%	137
2022 Q1	$1.6M	Sell	20,084 -7,066	-26%	-$555K	0.11%	120
2021 Q4	$2.36M	Sell	27,150 -4,208	-13%	-$347K	0.16%	93
2021 Q3	$2.34M	Buy	31,358 +1,118	+4%	+$86.3K	0.17%	87
2021 Q2	$2.23M	Buy	30,240 +3,552	+13%	+$249K	0.16%	92
2021 Q1	$1.77M	Buy	26,688 +358	+1%	+$23.6K	0.14%	98
2020 Q4	$1.71M	Buy	26,330 +3,030	+13%	+$185K	0.14%	95
2020 Q3	$1.36M	Buy	23,300 +4,478	+24%	+$253K	0.13%	109
2020 Q2	$983K	Buy	18,822 +8,806	+88%	+$414K	0.1%	124
2020 Q1	$403K	Buy	10,016 +2,856	+40%	+$130K	0.05%	212
2019 Q4	$328K	Buy	7,160 +206	+3%	+$8.82K	0.03%	323
2019 Q3	$280K	Buy	6,954 +6	+0.1%	+$240	0.03%	347
2019 Q2	$271K	Sell	6,948 -672	-9%	-$25.6K	0.03%	354
2019 Q1	$282K	Sell	7,620 -1,394	-15%	-$47.7K	0.03%	352
2018 Q4	$279K	Sell	9,014 -2,590	-22%	-$87.6K	0.04%	332
2018 Q3	$437K	Sell	11,604 -454	-4%	-$16.6K	0.04%	287
2018 Q2	$419K	Sell	12,058 -6,362	-35%	-$218K	0.04%	295
2018 Q1	$603K	Sell	18,420 -1,194	-6%	-$40.1K	0.06%	219
2017 Q4	$627K	Sell	19,614 -7,028	-26%	-$220K	0.08%	220
2017 Q3	$787K	Sell	26,642 -1,612	-6%	-$46.4K	0.1%	194
2017 Q2	$773K	Sell	28,254 -3,780	-12%	-$104K	0.1%	207
2017 Q1	$854K	Buy	32,034 +5,768	+22%	+$149K	0.11%	181
2016 Q4	$635K	Buy	26,266 +11,432	+77%	+$273K	0.08%	242
2016 Q3	$354K	Buy	14,834 +1,224	+9%	+$28.4K	0.05%	317
2016 Q2	$295K	Sell	13,610 -936	-6%	-$20.3K	0.04%	380
2016 Q1	$323K	Buy	14,546 +928	+7%	+$19.2K	0.04%	369
2015 Q4	$292K	Buy	+13,618	New	+$293K	0.03%	421

Other funds holding XLK

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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

Sheaff Brock Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.9% in Q1 2025, buying an estimated $159K and bringing the position to 21,786 shares worth $2.25M. The position accounts for 0.21% of the portfolio, ranked #92.

Sheaff Brock Investment Advisors first reported a position in XLK in Q4 2015 and has held it in 38 quarters since. The position peaked at $2.37M in Q4 2024. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

Sheaff Brock Investment Advisors held 21,786 shares of State Street Technology Select Sector SPDR ETF worth $2.25M as of Q1 2025.
Sheaff Brock Investment Advisors bought 1,404 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $159K.
State Street Technology Select Sector SPDR ETF made up 0.21% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #92 holding.
Sheaff Brock Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 38 quarters since.
Sheaff Brock Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.37M in Q4 2024.
2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

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