Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 126,390 shares of SPSB (SPDR SERIES TRUST).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's SPSB position is worth $3.8M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their SPSB position (+11.1% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in SPSB in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	126,390	+11.1%	$3.8M	0.0%	$29.90	30
2026-Q1	Decreased	113,806	-20.9%	$3.4M	0.0%	$29.54	0
2025-Q4	Increased	143,960	+5.9%	$4.3M	0.0%	$29.46	28
2025-Q3	Increased	135,937	+2.0%	$4.1M	0.0%	$29.12	27
2025-Q2	Increased	133,305	+25.3%	$4M	0.0%	$28.69	33
2025-Q1	Increased	106,407	+19.1%	$3.2M	0.0%	$28.27	31
2024-Q4	Decreased	89,326	-6.4%	$2.7M	0.0%	$27.83	0
2024-Q3	Increased	95,399	+8.7%	$2.9M	0.0%	$27.77	29
2024-Q2	Increased	87,764	+0.8%	$2.6M	0.0%	$26.90	26
2024-Q1	Decreased	87,061	-13.4%	$2.6M	0.0%	$26.63	0
2023-Q4	Decreased	100,517	-35.8%	$3M	0.0%	$26.44	0
2023-Q3	Increased	156,674	+0.8%	$4.6M	0.1%	$25.63	27
2023-Q2	Decreased	155,398	-4.3%	$4.6M	0.1%	$25.46	0
2023-Q1	Decreased	162,439	-42.4%	$4.8M	0.1%	$25.39	0
2022-Q4	Increased	281,815	+24.1%	$8.3M	0.1%	$25.04	40
2022-Q3	Decreased	227,129	-1.5%	$6.6M	0.1%	$24.67	0
2022-Q2	Decreased	230,570	-0.5%	$6.9M	0.1%	$24.98	0
2022-Q1	Increased	231,676	+12.3%	$7M	0.1%	$25.24	37
2021-Q4	Increased	206,258	+1.1%	$6.4M	0.1%	$25.89	27
2021-Q3	Increased	203,904	+7.7%	$6.4M	0.1%	$26.01	35
2021-Q2	Decreased	189,282	-54.5%	$5.9M	0.1%	$26.09	0
2021-Q1	Increased	415,512	+233.6%	$6.5B	0.1%	$26.02	62
2020-Q4	Increased	124,545	+89.3%	$3.9M	0.1%	$25.94	42
2020-Q3	Increased	65,797	+2618.9%	$2.1M	0.1%	$25.78	42
2020-Q2	Increased	2,420	+20.7%	$76,000	0.0%	$25.64	25
2020-Q1	Increased	2,005	+33.1%	$60,000	0.0%	$24.61	27
2019-Q4	Decreased	1,506	-33.5%	$46,000	0.0%	$24.99	0
2019-Q3	Increased	2,264	+10.2%	$69,000	0.0%	$24.78	23
2019-Q2	New	2,054	-	$63,000	0.0%	$24.55	29

SPSB29 quarters

SPSB
29 quarters