Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 700,172 shares of XLE (ENERGY SELECT SECTOR SPDR).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's XLE position is worth $37.2M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their XLE position (-54.0% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	700,172	-54.0%	$37.2M	0.2%	$53.11	0
2026-Q1	Increased	1.5M	+34.4%	$93.3M	0.5%	$60.82	46
2025-Q4	Increased	1.1M	+107.8%	$50.6M	0.3%	$44.10	57
2025-Q3	Increased	545,187	+166.8%	$48.7M	0.3%	$43.69	56
2025-Q2	Decreased	204,312	-4.5%	$17.3M	0.1%	$41.12	0
2025-Q1	Decreased	213,882	-12.7%	$20M	0.2%	$44.95	0
2024-Q4	Increased	244,982	+12.6%	$21M	0.2%	$40.88	38
2024-Q3	Increased	217,636	+24.3%	$19.1M	0.2%	$41.55	41
2024-Q2	Decreased	175,145	-9.1%	$16M	0.2%	$43.38	0
2024-Q1	Decreased	192,688	-5.0%	$18.2M	0.2%	$44.57	0
2023-Q4	Decreased	202,824	-3.5%	$17M	0.2%	$39.26	0
2023-Q3	Decreased	210,211	-10.6%	$19M	0.3%	$41.93	0
2023-Q2	Decreased	235,101	-17.2%	$19.1M	0.3%	$36.87	0
2023-Q1	Decreased	283,940	-17.9%	$23.5M	0.4%	$37.29	0
2022-Q4	Increased	345,948	+29.6%	$30.3M	0.5%	$39.51	51
2022-Q3	Increased	266,889	+3.8%	$19.2M	0.4%	$31.76	35
2022-Q2	Decreased	257,213	-5.1%	$18.4M	0.3%	$31.20	0
2022-Q1	Increased	271,076	+7.4%	$20.7M	0.3%	$32.98	37
2021-Q4	Increased	252,394	+10.9%	$14M	0.2%	$23.72	37
2021-Q3	Increased	227,487	+4.2%	$11.9M	0.2%	$21.98	35
2021-Q2	Decreased	218,246	-40.6%	$11.8M	0.2%	$22.45	0
2021-Q1	Increased	367,186	+260.6%	$9B	0.2%	$20.24	62
2020-Q4	Increased	101,839	+49.6%	$3.9M	0.1%	$15.47	37
2020-Q3	Increased	68,081	+38.3%	$2M	0.1%	$12.07	34
2020-Q2	Increased	49,222	+152.0%	$1.9M	0.1%	$15.00	42
2020-Q1	Decreased	19,533	-51.5%	$567,000	0.0%	$11.37	0
2019-Q4	Increased	40,304	+16.9%	$2.4M	0.1%	$23.17	30
2019-Q3	Decreased	34,483	-11.7%	$2M	0.1%	$22.25	0
2019-Q2	Decreased	39,064	-1.0%	$2.5M	0.1%	$23.56	0
2019-Q1	New	39,442	-	$2.6M	0.1%	$24.23	43

XLE30 quarters

XLE
30 quarters