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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in COMM SERV SELECT SECTOR SPDR

Steward Partners Investment Advisory, LLC holds 108,591 shares of XLC (COMM SERV SELECT SECTOR SPDR), worth $11.6M as of 2026-Q2. The position was increased (+6.0% shares). XLC represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$11.6M

Current Shares

108,591

Total Value Change

+$3.1M

Total Shares Change

+13,984

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
108,591
+6.0%
$11.6M0.1%$107.13
30
2026-Q1
Decreased
102,427
-19.1%
$11.4M0.1%$110.57
0
2025-Q4
Increased
126,588
+9.0%
$14.9M0.1%$117.04
31
2025-Q3
Increased
116,149
+5.1%
$13.7M0.1%$117.31
29
2025-Q2
Decreased
110,526
-11.9%
$12M0.1%$107.18
0
2025-Q1
Increased
125,529
+10.5%
$12.1M0.1%$95.02
37
2024-Q4
Increased
113,565
+20.0%
$11M0.1%$95.09
33
2024-Q3
Increased
94,607
+7.5%
$8.6M0.1%$88.57
30

Other major holders of XLC: BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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