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XLE
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Position history for Steward Partners Investment Advisory, LLC's holdings in SELECT SECTOR SPDR TR

Steward Partners Investment Advisory, LLC holds 1.5M shares of XLE (SELECT SECTOR SPDR TR), worth $93.3M as of 2026-Q1. The position was increased (+34.4% shares). XLE represents 0.5% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$93.3M

Current Shares

1.5M

Total Value Change

+$77.3M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.5M
+34.4%
$93.3M0.5%$56.52
46
2025-Q4
Increased
1.1M
+107.8%
$50.6M0.3%$44.96
57
2025-Q3
Increased
545,187
+166.8%
$48.7M0.3%$44.77
56
2025-Q2
Decreased
204,312
-4.5%
$17.3M0.1%$41.93
0
2025-Q1
Decreased
213,882
-12.7%
$20M0.2%$45.07
0
2024-Q4
Increased
244,982
+12.6%
$21M0.2%$40.91
38
2024-Q3
Increased
217,636
+24.3%
$19.1M0.2%$41.83
41
2024-Q2
Decreased
175,145
-9.1%
$16M0.2%$43.38
0

Other major holders of XLE: BANK OF AMERICA CORP /DE/

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