Position history for Steward Partners Investment Advisory, LLC's holdings in SPDR SERIES TRUST
Steward Partners Investment Advisory, LLC holds 2,235 shares of BWX (SPDR SERIES TRUST), worth $49,058 as of 2026-Q1. The position was decreased (-36.0% shares). BWX represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$49,058
Current Shares
2,235
Total Value Change
+$20,856
Total Shares Change
+919
Other major holders of BWX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, MANUFACTURERS LIFE INSURANCE COMPANY, THE, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Decreased |
| 2,235 |
-36.0% |
| $49,058 |
| 0.0% |
| $22.49 |
0 |
| 2025-Q4 | Decreased | 3,493 | -26.7% | $78,697 | 0.0% | $22.52 | 0 |
| 2025-Q3 | Decreased | 4,764 | -24.6% | $109,572 | 0.0% | $22.75 | 0 |
| 2025-Q2 | Decreased | 6,319 | -51.8% | $148,433 | 0.0% | $23.00 | 0 |
| 2025-Q1 | Increased | 13,112 | +43.4% | $286,628 | 0.0% | $21.41 | 31 |
| 2024-Q4 | Increased | 9,147 | +925.5% | $195,654 | 0.0% | $20.96 | 37 |
| 2024-Q3 | Decreased | 892 | -32.2% | $20,837 | 0.0% | $22.77 | 0 |
| 2024-Q2 | Unchanged | 1,316 | 0.0% | $28,202 | 0.0% | $20.70 | 0 |