Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 339,567 shares of XLK (TECHNOLOGY SELECT SECTOR FUND SPDR).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's XLK position is worth $64.7M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their XLK position (-2.2% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	339,567	-2.2%	$64.7M	0.3%	$190.52	0
2026-Q1	Decreased	347,291	-4.0%	$46.2M	0.2%	$137.50	0
2025-Q4	Increased	361,790	+65.3%	$52.1M	0.3%	$145.41	51
2025-Q3	Increased	218,896	+38.4%	$61.7M	0.4%	$139.95	46
2025-Q2	Decreased	158,214	-7.6%	$40.1M	0.3%	$125.03	0
2025-Q1	Increased	171,261	+4.5%	$35.4M	0.3%	$102.73	36
2024-Q4	Increased	163,906	+11.5%	$38.1M	0.3%	$116.51	39
2024-Q3	Decreased	147,023	-1.4%	$33.2M	0.3%	$111.67	0
2024-Q2	Decreased	149,091	-4.9%	$33.7M	0.4%	$112.03	0
2024-Q1	Increased	156,838	+0.7%	$32.7M	0.4%	$102.96	35
2023-Q4	Decreased	155,764	-2.0%	$30M	0.4%	$94.99	0
2023-Q3	Increased	158,885	+2.3%	$26M	0.4%	$80.72	35
2023-Q2	Decreased	155,341	-0.5%	$27M	0.4%	$84.10	0
2023-Q1	Increased	156,127	+2.2%	$23.6M	0.4%	$73.00	35
2022-Q4	Increased	152,809	+6.3%	$19M	0.3%	$60.89	36
2022-Q3	Decreased	143,679	-1.8%	$17.1M	0.3%	$59.08	0
2022-Q2	Decreased	146,246	-13.3%	$18.6M	0.3%	$62.70	0
2022-Q1	Increased	168,695	+2.5%	$26.8M	0.4%	$78.31	35
2021-Q4	Decreased	164,493	-0.3%	$28.6M	0.4%	$84.65	0
2021-Q3	Increased	164,945	+10.6%	$24.6M	0.4%	$72.73	38
2021-Q2	Decreased	149,143	-58.2%	$22M	0.4%	$71.36	0
2021-Q1	Increased	356,946	+177.7%	$23.7B	0.4%	$62.99	62
2020-Q4	Increased	128,528	+9.1%	$16.7M	0.4%	$62.43	37
2020-Q3	Increased	117,798	+11.5%	$13.7M	0.3%	$55.52	37
2020-Q2	Decreased	105,659	-0.7%	$11M	0.3%	$49.14	0
2020-Q1	Increased	106,436	+1.9%	$8.6M	0.3%	$39.10	34
2019-Q4	Decreased	104,396	-7.3%	$9.6M	0.3%	$43.39	0
2019-Q3	Decreased	112,621	-10.9%	$9.1M	0.3%	$37.72	0
2019-Q2	Decreased	126,439	-7.3%	$9.9M	0.4%	$36.82	0
2019-Q1	New	136,400	-	$10.1M	0.4%	$34.80	46

XLK30 quarters

XLK
30 quarters