Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 139,271 shares of SPIB (SPDR SERIES TRUST).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's SPIB position is worth $4.7M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their SPIB position (+1.0% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	139,271	+1.0%	$4.7M	0.0%	$33.21	27
2026-Q1	Increased	137,891	+9.7%	$4.6M	0.0%	$32.92	29
2025-Q4	Increased	125,691	+5.2%	$4.2M	0.0%	$32.95	28
2025-Q3	Decreased	119,446	-3.3%	$4M	0.0%	$32.54	0
2025-Q2	Increased	123,567	+3.4%	$4.1M	0.0%	$31.89	28
2025-Q1	Increased	119,480	+3.1%	$4M	0.0%	$31.21	28
2024-Q4	Increased	115,829	+1.5%	$3.8M	0.0%	$30.53	27
2024-Q3	Decreased	114,164	-6.9%	$3.8M	0.0%	$30.96	0
2024-Q2	Decreased	122,633	-10.5%	$4M	0.0%	$29.57	0
2024-Q1	Increased	137,040	+2.7%	$4.5M	0.0%	$29.35	28
2023-Q4	Decreased	133,477	-37.1%	$4.4M	0.1%	$29.28	0
2023-Q3	Increased	212,208	+3.6%	$6.7M	0.1%	$27.64	34
2023-Q2	Increased	204,736	+5.4%	$6.6M	0.1%	$27.95	29
2023-Q1	Increased	194,264	+144.8%	$6.3M	0.1%	$28.02	52
2022-Q4	Decreased	79,361	-7.8%	$2.5M	0.0%	$27.29	0
2022-Q3	Increased	86,047	+2.0%	$2.7M	0.1%	$26.56	27
2022-Q2	Decreased	84,368	-1.8%	$2.8M	0.1%	$27.49	0
2022-Q1	Increased	85,945	+2.7%	$2.9M	0.0%	$28.62	27
2021-Q4	Decreased	83,706	-0.8%	$3M	0.0%	$30.21	0
2021-Q3	Increased	84,385	+16.0%	$3.1M	0.1%	$30.36	30
2021-Q2	Decreased	72,746	-43.8%	$2.7M	0.0%	$30.40	0
2021-Q1	Increased	129,360	+124.6%	$2.3B	0.0%	$29.91	51
2020-Q4	Increased	57,590	+17.3%	$2.1M	0.0%	$30.59	30
2020-Q3	Increased	49,117	+101.5%	$1.8M	0.0%	$30.05	42
2020-Q2	Decreased	24,380	-14.3%	$891,000	0.0%	$29.71	0
2020-Q1	Increased	28,462	+3.1%	$968,000	0.0%	$27.48	26
2019-Q4	Increased	27,611	+8.2%	$974,000	0.0%	$28.40	27
2019-Q3	Increased	25,517	+31.1%	$900,000	0.0%	$28.11	32
2019-Q2	Increased	19,461	+25.9%	$679,000	0.0%	$27.62	30
2019-Q1	New	15,457	-	$528,000	0.0%	$26.80	33

SPIB30 quarters

SPIB
30 quarters