Sheaff Brock Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,509	Closed	-$200K	–	585
2017 Q4	$200K	Buy	+3,509	New	+$193K	0.03%	460
2017 Q3	–	Sell	-9,153	Closed	-$503K	–	626
2017 Q2	$503K	Sell	9,153 -1,527	-14%	-$84.9K	0.07%	269
2017 Q1	$583K	Buy	10,680 +4,842	+83%	+$260K	0.08%	254
2016 Q4	$302K	Buy	5,838 +1,126	+24%	+$58.3K	0.04%	398
2016 Q3	$251K	Buy	4,712 +1,055	+29%	+$57.5K	0.03%	409
2016 Q2	$202K	Sell	3,657 -174	-5%	-$9.26K	0.03%	483
2016 Q1	$203K	Buy	+3,831	New	+$195K	0.02%	489

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Sheaff Brock Investment Advisors's XLP Position: Q1 2018 in Review

Sheaff Brock Investment Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2018, closing a stake of 3,509 shares — an estimated $200K sold.

Sheaff Brock Investment Advisors first reported a position in XLP in Q1 2016 and held it in 7 quarters. The position peaked at $583K in Q1 2017. 528 funds tracked by Wall St. Rank hold XLP as of Q1 2018.

Sheaff Brock Investment Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 3,509 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2018, an estimated $200K.
Sheaff Brock Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2016 and held it in 7 quarters.
Sheaff Brock Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $583K in Q1 2017.
528 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2018, filed 3 May 2018.