Sheaff Brock Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,970	Closed	-$221K	–	490
2024 Q4	$221K	Sell	1,970 -260	-12%	-$27.8K	0.02%	383
2024 Q3	$223K	Hold	2,230	–	–	0.02%	378
2024 Q2	$203K	Sell	2,230 -1,850	-45%	-$164K	0.02%	395
2024 Q1	$375K	Hold	4,080	–	–	0.02%	328
2023 Q4	$365K	Sell	4,080 -980	-19%	-$81.2K	0.03%	313
2023 Q3	$407K	Sell	5,060 -66	-1%	-$5.58K	0.04%	279
2023 Q2	$435K	Sell	5,126 -250	-5%	-$19.1K	0.04%	284
2023 Q1	$402K	Sell	5,376 -46	-0.8%	-$3.3K	0.04%	299
2022 Q4	$350K	Buy	5,422 +16	+0.3%	+$1.12K	0.03%	306
2022 Q3	$385K	Sell	5,406 -254	-4%	-$19.9K	0.04%	280
2022 Q2	$389K	Sell	5,660 -600	-10%	-$47.3K	0.03%	288
2022 Q1	$579K	Sell	6,260 -4,526	-42%	-$415K	0.04%	252
2021 Q4	$1.1M	Sell	10,786 -2,900	-21%	-$289K	0.07%	177
2021 Q3	$1.23M	Buy	13,686 +894	+7%	+$81.2K	0.09%	153
2021 Q2	$1.14M	Buy	12,792 +2,512	+24%	+$219K	0.08%	157
2021 Q1	$864K	Buy	10,280 +1,034	+11%	+$86K	0.07%	174
2020 Q4	$743K	Buy	9,246 +2,060	+29%	+$159K	0.06%	181
2020 Q3	$528K	Buy	7,186 +468	+7%	+$33.1K	0.05%	212
2020 Q2	$429K	Buy	+6,718	New	+$396K	0.04%	234
2018 Q4	–	Sell	-4,316	Closed	-$253K	–	537
2018 Q3	$253K	Sell	4,316 -270	-6%	-$15.4K	0.02%	393
2018 Q2	$251K	Hold	4,586	–	–	0.02%	401
2018 Q1	$232K	Buy	+4,586	New	+$239K	0.02%	427
2017 Q3	–	Sell	-10,708	Closed	-$480K	–	627
2017 Q2	$480K	Buy	10,708 +880	+9%	+$39.4K	0.06%	281
2017 Q1	$432K	Buy	9,828 +1,056	+12%	+$45.2K	0.06%	306
2016 Q4	$357K	Buy	+8,772	New	+$354K	0.05%	350

Other funds holding XLY

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Sheaff Brock Investment Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 1,970 shares — an estimated $221K sold.

Sheaff Brock Investment Advisors first reported a position in XLY in Q4 2016 and held it in 25 quarters. The position peaked at $1.23M in Q3 2021. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

Sheaff Brock Investment Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 1,970 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $221K.
Sheaff Brock Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and held it in 25 quarters.
Sheaff Brock Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.23M in Q3 2021.
1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

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