Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 30,032 shares of XBI (SPDR S&P BIOTECH ETF).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's XBI position is worth $4.8M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their XBI position (+96.1% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	30,032	+96.1%	$4.8M	0.0%	$158.25	43
2026-Q1	Decreased	15,316	-4.0%	$2M	0.0%	$123.50	0
2025-Q4	Increased	15,956	+20.3%	$1.9M	0.0%	$121.67	31
2025-Q3	Decreased	13,262	-0.1%	$1.3M	0.0%	$99.07	0
2025-Q2	Decreased	13,274	-5.8%	$1.1M	0.0%	$82.71	0
2025-Q1	Increased	14,096	+1.0%	$1.1M	0.0%	$84.09	25
2024-Q4	Decreased	13,951	-5.5%	$1.3M	0.0%	$89.56	0
2024-Q3	Increased	14,765	+6.2%	$1.5M	0.0%	$98.06	27
2024-Q2	Decreased	13,898	-1.6%	$1.3M	0.0%	$92.35	0
2024-Q1	Decreased	14,124	-5.7%	$1.3M	0.0%	$94.40	0
2023-Q4	Decreased	14,974	-9.6%	$1.3M	0.0%	$88.83	0
2023-Q3	Decreased	16,568	-2.2%	$1.2M	0.0%	$72.63	0
2023-Q2	Decreased	16,940	-3.4%	$1.4M	0.0%	$82.18	0
2023-Q1	Decreased	17,540	-3.8%	$1.3M	0.0%	$74.27	0
2022-Q4	Decreased	18,232	-45.8%	$1.5M	0.0%	$82.56	0
2022-Q3	Increased	33,618	+73.9%	$2.7M	0.0%	$78.44	39
2022-Q2	Decreased	19,330	-7.7%	$1.4M	0.0%	$74.40	0
2022-Q1	Decreased	20,944	-11.2%	$1.9M	0.0%	$90.20	0
2021-Q4	Increased	23,583	+3.4%	$2.6M	0.0%	$112.64	27
2021-Q3	Decreased	22,815	-3.5%	$2.9M	0.0%	$124.96	0
2021-Q2	Decreased	23,651	-69.3%	$3.2M	0.1%	$135.02	0
2021-Q1	Increased	76,926	+211.2%	$5.2B	0.1%	$129.42	51
2020-Q4	Increased	24,719	+9.1%	$3.5M	0.1%	$143.27	29
2020-Q3	Decreased	22,667	-0.3%	$2.5M	0.1%	$110.93	0
2020-Q2	Decreased	22,729	-8.4%	$2.5M	0.1%	$109.57	0
2020-Q1	Decreased	24,820	-5.5%	$1.9M	0.1%	$77.43	0
2019-Q4	Increased	26,267	+3.1%	$2.5M	0.1%	$94.03	27
2019-Q3	Decreased	25,465	-32.3%	$1.9M	0.1%	$75.86	0
2019-Q2	Decreased	37,598	-0.9%	$3.3M	0.1%	$87.03	0
2019-Q1	New	37,937	-	$3.4M	0.1%	$89.84	44

XBI30 quarters

XBI
30 quarters