Position history for Steward Partners Investment Advisory, LLC's holdings in SPDR SERIES TRUST
Steward Partners Investment Advisory, LLC holds 143,960 shares of SPSB (SPDR SERIES TRUST), worth $4.3M as of 2025-Q4. The position was increased (++5.9% shares). SPSB represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$4.3M
Current Shares
143,960
Total Value Change
+$1.7M
Total Shares Change
+56,196
Other major holders of SPSB: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, Creative Planning
Increased |
| 143,960 |
+5.9% |
| $4.3M |
| 0.0% |
| $30.10 |
28 |
| 2025-Q3 | Increased | 135,937 | +2.0% | $4.1M | 0.0% | $29.71 | 27 |
| 2025-Q2 | Increased | 133,305 | +25.3% | $4M | 0.0% | $29.27 | 33 |
| 2025-Q1 | Increased | 106,407 | +19.1% | $3.2M | 0.0% | $28.86 | 31 |
| 2024-Q4 | Decreased | 89,326 | -6.4% | $2.7M | 0.0% | $28.43 | 0 |
| 2024-Q3 | Increased | 95,399 | +8.7% | $2.9M | 0.0% | $28.39 | 29 |
| 2024-Q2 | Increased | 87,764 | +0.8% | $2.6M | 0.0% | $27.48 | 26 |