Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 327,041 shares of SPY (STATE STREET SPDR S&P 500 ETF TRUST CL USD INC).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's SPY position is worth $244.2M.

Question 3

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

Accepted Answer

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

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	327,041	-1.0%	$244.2M	1.2%	$746.77	0
2026-Q1	Decreased	330,317	-6.2%	$214.8M	1.1%	$680.33	0
2025-Q4	Increased	352,182	+12.3%	$240.2M	1.3%	$687.01	54
2025-Q3	Increased	313,636	+7.3%	$208.9M	1.2%	$661.72	52
2025-Q2	Increased	292,193	+21.2%	$180.5M	1.4%	$611.40	57
2025-Q1	Increased	241,089	+2.5%	$134.9M	1.2%	$550.86	49
2024-Q4	Increased	235,297	+7.1%	$137.9M	1.2%	$581.39	51
2024-Q3	Increased	219,751	+12.1%	$126.1M	1.2%	$562.94	53
2024-Q2	Decreased	195,953	-2.0%	$106.6M	1.1%	$534.46	0
2024-Q1	Increased	199,912	+0.8%	$104.6M	1.2%	$512.04	47
2023-Q4	Increased	198,275	+10.6%	$94.2M	1.3%	$463.84	52
2023-Q3	Decreased	179,218	-2.1%	$76.6M	1.2%	$415.48	0
2023-Q2	Increased	183,147	+0.9%	$81.2M	1.2%	$424.32	47
2023-Q1	Increased	181,501	+20.7%	$74.3M	1.2%	$389.54	56
2022-Q4	Decreased	150,410	-1.7%	$57.5M	1.0%	$367.62	0
2022-Q3	Increased	152,956	+11.9%	$54.6M	1.0%	$347.14	52
2022-Q2	Decreased	136,733	-5.4%	$51.6M	0.9%	$362.45	0
2022-Q1	Increased	144,481	+5.6%	$65.3M	1.0%	$435.24	49
2021-Q4	Increased	136,848	+3.8%	$65M	1.0%	$450.41	43
2021-Q3	Decreased	131,875	-4.2%	$56.6M	1.0%	$409.52	0
2021-Q2	Decreased	137,699	-62.7%	$58.9M	1.0%	$401.87	0
2021-Q1	Increased	369,142	+169.5%	$73.2B	1.3%	$369.68	81
2020-Q4	Increased	136,963	+7.9%	$51.2M	1.1%	$347.24	50
2020-Q3	Decreased	126,955	-6.2%	$42.5M	1.1%	$308.94	0
2020-Q2	Increased	135,344	+24.0%	$41.7M	1.2%	$281.87	56
2020-Q1	Decreased	109,133	-19.8%	$28.1M	1.0%	$241.18	0
2019-Q4	Increased	136,052	+8.5%	$43.8M	1.3%	$294.23	50
2019-Q3	Decreased	125,377	-0.8%	$37.2M	1.3%	$269.37	0
2019-Q2	Increased	126,324	+4.3%	$37M	1.4%	$265.95	48
2019-Q1	New	121,097	-	$34.2M	1.5%	$255.16	66

SPY30 quarters

SPY
30 quarters