Position history for Steward Partners Investment Advisory, LLC's holdings in SPDR SERIES TRUST
Steward Partners Investment Advisory, LLC holds 216,208 shares of SDY (SPDR SERIES TRUST), worth $31.6M as of 2026-Q1. The position was decreased (-1.8% shares). SDY represents 0.2% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$31.6M
Current Shares
216,208
Total Value Change
+$13.1M
Total Shares Change
+71,183
Other major holders of SDY: Kestra Advisory Services, LLC, BANQUE PICTET & CIE SA, Corient Private Wealth LLC, BANK OF AMERICA CORP /DE/
Decreased |
| 216,208 |
-1.8% |
| $31.6M |
| 0.2% |
| $154.56 |
0 |
| 2025-Q4 | Increased | 220,100 | +1.7% | $30.6M | 0.2% | $140.12 | 35 |
| 2025-Q3 | Increased | 216,449 | +7.8% | $30.3M | 0.2% | $138.29 | 37 |
| 2025-Q2 | Increased | 200,793 | +19.6% | $27.3M | 0.2% | $133.44 | 41 |
| 2025-Q1 | Increased | 167,874 | +2.8% | $22.8M | 0.2% | $131.57 | 35 |
| 2024-Q4 | Increased | 163,372 | +6.1% | $21.6M | 0.2% | $128.20 | 36 |
| 2024-Q3 | Increased | 153,962 | +6.2% | $21.9M | 0.2% | $136.90 | 36 |
| 2024-Q2 | Increased | 145,025 | +0.5% | $18.4M | 0.2% | $122.20 | 34 |