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
2018 Q4	–	Sell	-6,000	Closed	-$226K	–	536
2018 Q3	$226K	Buy	+6,000	New	+$220K	0.02%	416

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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. 2,133 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.
2,133 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.