Question 1

How many shares of LGLV does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 1,212 shares of LGLV (SPDR SERIES TRUST).

Question 2

What is Steward Partners Investment Advisory, LLC's LGLV position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's LGLV position is worth $219,930.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling LGLV?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their LGLV position (-2.8% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy LGLV?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in LGLV in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1,212	-2.8%	$219,930	0.0%	$181.46	0
2026-Q1	Decreased	1,247	-13.8%	$222,091	0.0%	$188.10	0
2025-Q4	Decreased	1,447	-3.6%	$254,050	0.0%	$176.96	0
2025-Q3	Unchanged	1,501	0.0%	$267,418	0.0%	$176.21	0
2025-Q2	Decreased	1,501	-3.2%	$262,090	0.0%	$171.55	0
2025-Q1	Decreased	1,551	-17.5%	$269,936	0.0%	$169.54	0
2024-Q4	Increased	1,880	+4.3%	$310,595	0.0%	$161.69	24
2024-Q3	Unchanged	1,803	0.0%	$305,122	0.0%	$164.55	0
2024-Q2	Decreased	1,803	-2.8%	$275,084	0.0%	$148.07	0
2024-Q1	Decreased	1,855	-8.5%	$288,898	0.0%	$150.34	0
2023-Q4	Decreased	2,027	-3.5%	$293,935	0.0%	$139.39	0
2023-Q3	Increased	2,101	+2.5%	$280,537	0.0%	$127.45	24
2023-Q2	Unchanged	2,049	0.0%	$288,111	0.0%	$132.19	0
2023-Q1	Decreased	2,049	-4.1%	$280,303	0.0%	$127.79	0
2022-Q4	Increased	2,137	+4.9%	$289,841	0.0%	$127.66	25
2022-Q3	Increased	2,037	+0.6%	$251,000	0.0%	$116.69	23
2022-Q2	Increased	2,024	+0.9%	$265,000	0.0%	$121.95	23
2022-Q1	Decreased	2,005	-4.1%	$288,000	0.0%	$134.22	0
2021-Q4	Decreased	2,091	-1.8%	$315,000	0.0%	$138.80	0
2021-Q3	Decreased	2,130	-17.9%	$284,000	0.0%	$124.20	0
2021-Q2	Decreased	2,594	-27.3%	$345,000	0.0%	$122.01	0
2021-Q1	Increased	3,568	+100.0%	$223.8M	0.0%	$115.31	49
2020-Q4	Unchanged	1,784	0.0%	$214,000	0.0%	$108.24	0
2020-Q3	Decreased	1,784	-2.7%	$193,000	0.0%	$97.37	0
2020-Q2	Decreased	1,834	-2.6%	$187,000	0.0%	$90.72	0
2020-Q1	Decreased	1,884	-91.8%	$170,000	0.0%	$83.10	0
2019-Q4	Increased	22,932	+5.2%	$2.6M	0.1%	$101.40	28
2019-Q3	Decreased	21,801	-4.8%	$2.4M	0.1%	$98.13	0
2019-Q2	Increased	22,901	+22.6%	$2.5M	0.1%	$94.80	32
2019-Q1	New	18,686	-	$1.9M	0.1%	$87.94	36

LGLV30 quarters

LGLV
30 quarters