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Showing 8 of 26 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in SPDR SERIES TRUST

Steward Partners Investment Advisory, LLC holds 825 shares of XES (SPDR SERIES TRUST), worth $92,473 as of 2026-Q2. The position was increased (+88.8% shares). XES represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$92,473

Current Shares

825

Total Value Change

+$89,888

Total Shares Change

+793

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
825
+88.8%
$92,4730.0%$112.08
34
2026-Q1
Increased
437
+360.0%
$50,8360.0%$111.47
33
2025-Q4
Increased
95
+196.9%
$7,7870.0%$82.44
18
2025-Q3
Unchanged
32
0.0%
$2,3150.0%$73.09
0
2025-Q2
Unchanged
32
0.0%
$2,0300.0%$63.11
0
2025-Q1
Unchanged
32
0.0%
$2,2840.0%$70.29
0
2024-Q4
Unchanged
32
0.0%
$2,5250.0%$76.13
0
2024-Q3
Unchanged
32
0.0%
$2,5850.0%$78.66
0

Other major holders of XES: MORGAN STANLEY, TWO SIGMA INVESTMENTS, LP, RAYMOND JAMES FINANCIAL INC, AMERIPRISE FINANCIAL INC

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