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
2018 Q2	–	Sell	-4,600	Closed	-$233K	–	581
2018 Q1	$233K	Buy	+4,600	New	+$240K	0.02%	425

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 $424B AUM 22.96% 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 $445B AUM 25.58% 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. 1,220 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.
1,220 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.