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

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 84 shares of XHE (SPDR SERIES TRUST).

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

As of 2026-Q2, Steward Partners Investment Advisory, LLC's XHE position is worth $7,075.

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

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

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Steward Partners Investment Advisory, LLC

XHE
29 quarters

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

Current Value

$7,075

Current Shares

Total Value Change

+$2,075

Total Shares Change

+20

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	84	0.0%	$7,075	0.0%	$84.23	0
2026-Q1	Unchanged	84	0.0%	$6,572	0.0%	$86.17	0
2025-Q4	Unchanged	84	0.0%	$7,411	0.0%	$89.10	0
2025-Q3	Unchanged	84	0.0%	$6,616	0.0%	$77.97	0
2025-Q2	Unchanged	84	0.0%	$6,822	0.0%	$80.83	0
2025-Q1	Unchanged	84	0.0%	$6,905	0.0%	$81.78	0
2024-Q4	Unchanged	84	0.0%	$7,435	0.0%	$88.20	0
2024-Q3	Unchanged	84	0.0%	$7,603	0.0%	$89.74	0
2024-Q2	Unchanged	84	0.0%	$7,090	0.0%	$84.31	0
2024-Q1	Unchanged	84	0.0%	$7,387	0.0%	$87.83	0
2023-Q4	Unchanged	84	0.0%	$7,078	0.0%	$84.16	0
2023-Q3	Unchanged	84	0.0%	$6,558	0.0%	$77.95	0
2023-Q2	Decreased	84	-21.5%	$8,266	0.0%	$97.52	0
2023-Q1	Increased	107	+62.1%	$10,016	0.0%	$91.77	25
2022-Q4	Unchanged	66	0.0%	$5,933	0.0%	$89.75	0
2022-Q3	Unchanged	66	0.0%	$6,000	0.0%	$86.09	0
2022-Q2	Unchanged	66	0.0%	$6,000	0.0%	$86.11	0
2022-Q1	Unchanged	66	0.0%	$7,000	0.0%	$111.87	0
2021-Q4	Unchanged	66	0.0%	$8,000	0.0%	$118.07	0
2021-Q3	Increased	66	+3.1%	$8,000	0.0%	$124.96	17
2021-Q2	Decreased	64	-89.8%	$8,000	0.0%	$129.67	0
2021-Q1	Increased	628	+881.3%	$37.6M	0.0%	$117.02	47
2020-Q4	Unchanged	64	0.0%	$7,000	0.0%	$113.24	0
2020-Q3	Unchanged	64	0.0%	$6,000	0.0%	$96.01	0
2020-Q2	Unchanged	64	0.0%	$6,000	0.0%	$86.71	0
2020-Q1	Unchanged	64	0.0%	$4,000	0.0%	$72.10	0
2019-Q4	Unchanged	64	0.0%	$5,000	0.0%	$85.07	0
2019-Q3	Unchanged	64	0.0%	$5,000	0.0%	$77.12	0
2019-Q2	New	64	-	$5,000	0.0%	$81.67	21

Other major holders of XHE: Phoenix Financial Ltd., BNP PARIBAS FINANCIAL MARKETS

XHE29 quarters

XHE
29 quarters