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	–	Sell	-4,000	Closed	-$304K	–	551
2022 Q1	$304K	Buy	+4,000	New	+$301K	0.02%	373
2021 Q4	–	Sell	-3,000	Closed	-$207K	–	593
2021 Q3	$207K	Buy	+3,000	New	+$214K	0.02%	487

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 $871B 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 $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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.