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Sheaff Brock Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$474K Buy
3,249
+2
+0.1% +$291 0.04% 264
2024
Q4 		$447K Buy
3,247
+204
+7% +$29.9K 0.04% 274
2024
Q3 		$469K Sell
3,043
-253
-8% -$38.3K 0.04% 259
2024
Q2 		$480K Sell
3,296
-794
-19% -$114K 0.04% 252
2024
Q1 		$604K Buy
4,090
+2
+0% +$287 0.04% 261
2023
Q4 		$558K Buy
4,088
+152
+4% +$19.8K 0.04% 256
2023
Q3 		$507K Sell
3,936
-68
-2% -$9.03K 0.05% 251
2023
Q2 		$531K Buy
4,004
+2
+0% +$264 0.04% 250
2023
Q1 		$518K Sell
4,002
-88
-2% -$11.5K 0.05% 256
2022
Q4 		$556K Sell
4,090
-57
-1% -$7.55K 0.05% 229
2022
Q3 		$502K Sell
4,147
-199
-5% -$25.6K 0.05% 235
2022
Q2 		$557K Sell
4,346
-398
-8% -$52.2K 0.05% 225
2022
Q1 		$650K Sell
4,744
-3,828
-45% -$507K 0.05% 237
2021
Q4 		$1.21M Sell
8,572
-2,423
-22% -$322K 0.08% 163
2021
Q3 		$1.4M Buy
10,995
+534
+5% +$70.6K 0.1% 142
2021
Q2 		$1.32M Buy
10,461
+1,434
+16% +$176K 0.09% 136
2021
Q1 		$1.05M Buy
9,027
+1,142
+14% +$132K 0.08% 150
2020
Q4 		$895K Buy
7,885
+1,342
+21% +$146K 0.08% 156
2020
Q3 		$690K Buy
6,543
+1,000
+18% +$105K 0.06% 181
2020
Q2 		$555K Buy
5,543
+3,053
+123% +$301K 0.05% 208
2020
Q1 		$221K Buy
+2,490
New +$242K 0.03% 321
2019
Q3 		– Sell
-2,303
Closed -$213K – 504
2019
Q2 		$213K Sell
2,303
-108
-4% -$9.71K 0.02% 407
2019
Q1 		$221K Sell
2,411
-123
-5% -$11.1K 0.03% 410
2018
Q4 		$219K Sell
2,534
-173
-6% -$15.7K 0.03% 381
2018
Q3 		$258K Buy
+2,707
New +$245K 0.02% 388
2017
Q4 		– Sell
-5,431
Closed -$444K – 577
2017
Q3 		$444K Sell
5,431
-1,449
-21% -$116K 0.06% 278
2017
Q2 		$545K Sell
6,880
-3,283
-32% -$250K 0.07% 259
2017
Q1 		$756K Buy
+10,163
New +$741K 0.1% 206
2016
Q2 		– Sell
-3,758
Closed -$255K – 647
2016
Q1 		$255K Buy
3,758
+65
+2% +$4.35K 0.03% 426
2015
Q4 		$266K Buy
+3,693
New +$261K 0.03% 448

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sheaff Brock Investment Advisors's XLV Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.06% in Q1 2025, buying an estimated $291 and bringing the position to 3,249 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #264.

Sheaff Brock Investment Advisors first reported a position in XLV in Q4 2015 and has held it in 30 quarters since. The position peaked at $1.4M in Q3 2021. 1,768 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

  • Sheaff Brock Investment Advisors held 3,249 shares of State Street Health Care Select Sector SPDR ETF worth $474K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 2 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $291.
  • State Street Health Care Select Sector SPDR ETF made up 0.04% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #264 holding.
  • Sheaff Brock Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2015 and has held it in 30 quarters since.
  • Sheaff Brock Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.4M in Q3 2021.
  • 1,768 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.