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SBIA
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
2022
Q2
–
Hold
0
–
–
–
552
2022
Q1
–
Hold
0
–
–
–
575
2021
Q4
–
Hold
0
–
–
–
595
2021
Q3
–
Hold
0
–
–
–
572
2018
Q1
–
Sell
-3,509
Closed
-$200K
–
587
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
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Bessemer Group
Woodbridge, New Jersey
$63.6B AUM
28.76%
1-Year Est. Return
NAM
Nissay Asset Management
Tokyo, Japan
$18.9B AUM
27.21%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co
Helsinki, Finland
$17B AUM
24.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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