Sheaff Brock Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,800	Closed	-$207K	–	574
2021 Q4	$207K	Sell	5,800 -1,000	-15%	-$33.7K	0.01%	481
2021 Q3	$217K	Hold	6,800	–	–	0.02%	470
2021 Q2	$215K	Sell	6,800 -40	-0.6%	-$1.31K	0.02%	453
2021 Q1	$219K	Sell	6,840 -1,110	-14%	-$34.4K	0.02%	421
2020 Q4	$249K	Hold	7,950	–	–	0.02%	375
2020 Q3	$236K	Buy	+7,950	New	+$236K	0.02%	351
2019 Q2	–	Sell	-20,640	Closed	-$600K	–	530
2019 Q1	$600K	Buy	+20,640	New	+$574K	0.07%	223
2017 Q4	–	Sell	-12,712	Closed	-$337K	–	576
2017 Q3	$337K	Sell	12,712 -6,256	-33%	-$168K	0.04%	336
2017 Q2	$493K	Buy	18,968 +2,588	+16%	+$67.9K	0.06%	274
2017 Q1	$420K	Buy	+16,380	New	+$409K	0.05%	315
2016 Q1	–	Sell	-87,360	Closed	-$1.89M	–	696
2015 Q4	$1.89M	Buy	+87,360	New	+$1.89M	0.21%	112

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Sheaff Brock Investment Advisors's XLU Position: Q1 2022 in Review

Sheaff Brock Investment Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2022, closing a stake of 5,800 shares — an estimated $207K sold.

Sheaff Brock Investment Advisors first reported a position in XLU in Q4 2015 and held it in 11 quarters. The position peaked at $1.89M in Q4 2015. 1,054 funds tracked by Wall St. Rank hold XLU as of Q1 2022.

Sheaff Brock Investment Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 5,800 State Street Utilities Select Sector SPDR ETF shares in Q1 2022, an estimated $207K.
Sheaff Brock Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and held it in 11 quarters.
Sheaff Brock Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.89M in Q4 2015.
1,054 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2022, filed 6 May 2022.