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
2018 Q3	–	Sell	-5,000	Closed	-$417K	–	564
2018 Q2	$417K	Buy	+5,000	New	+$414K	0.04%	298

Other funds holding XLV

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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. 1,769 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.
1,769 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.