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Sheaff Brock Investment Advisors’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio XTN Stock Details XTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-5,535
Closed -$293K – 656
2017
Q1 		$293K Buy
+5,535
New +$302K 0.04% 400

Other funds holding XTN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Sheaff Brock Investment Advisors's XTN Position: Q2 2017 in Review

Sheaff Brock Investment Advisors sold out of State Street SPDR S&P Transportation ETF (XTN) in Q2 2017, closing a stake of 5,535 shares — an estimated $293K sold.

Sheaff Brock Investment Advisors first reported a position in XTN in Q1 2017 and held it in 1 quarter. The position peaked at $293K in Q1 2017. 59 funds tracked by Wall St. Rank hold XTN as of Q2 2017.

  • Sheaff Brock Investment Advisors reported no remaining State Street SPDR S&P Transportation ETF position as of Q2 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 5,535 State Street SPDR S&P Transportation ETF shares in Q2 2017, an estimated $293K.
  • Sheaff Brock Investment Advisors first reported a position in State Street SPDR S&P Transportation ETF in Q1 2017 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's State Street SPDR S&P Transportation ETF position peaked at $293K in Q1 2017.
  • 59 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q2 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2017, filed 9 Aug 2017.