Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 522,340 shares of XLU (UTILITIES SELECT SECTOR SPDR).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's XLU position is worth $23.7M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their XLU position (+14.3% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	522,340	+14.3%	$23.7M	0.1%	$45.34	39
2026-Q1	Increased	457,091	+27.9%	$21M	0.1%	$47.07	42
2025-Q4	Increased	357,292	+128.8%	$15.3M	0.1%	$42.96	45
2025-Q3	Increased	156,166	+6.5%	$13.6M	0.1%	$43.21	30
2025-Q2	Decreased	146,700	-26.8%	$12M	0.1%	$40.09	0
2025-Q1	Decreased	200,485	-21.7%	$15.8M	0.1%	$38.18	0
2024-Q4	Decreased	255,985	-27.8%	$19.4M	0.2%	$36.83	0
2024-Q3	Increased	354,447	+184.8%	$28.6M	0.3%	$38.77	55
2024-Q2	Increased	124,472	+3.4%	$8.5M	0.1%	$32.63	28
2024-Q1	Increased	120,339	+65.8%	$7.9M	0.1%	$31.19	40
2023-Q4	Increased	72,583	+2.9%	$4.6M	0.1%	$29.84	28
2023-Q3	Decreased	70,536	-7.1%	$4.2M	0.1%	$27.51	0
2023-Q2	Increased	75,940	+11.6%	$5M	0.1%	$29.97	30
2023-Q1	Decreased	68,078	-19.6%	$4.6M	0.1%	$30.87	0
2022-Q4	Increased	84,695	+6.0%	$6M	0.1%	$32.14	34
2022-Q3	Decreased	79,909	-0.2%	$5.2M	0.1%	$30.21	0
2022-Q2	Increased	80,055	+15.2%	$5.6M	0.1%	$31.16	37
2022-Q1	Increased	69,486	+0.2%	$5.2M	0.1%	$33.22	27
2021-Q4	Decreased	69,358	-1.9%	$5M	0.1%	$31.58	0
2021-Q3	Decreased	70,690	-1.5%	$4.5M	0.1%	$28.28	0
2021-Q2	Decreased	71,747	-59.6%	$4.5M	0.1%	$27.62	0
2021-Q1	Increased	177,462	+74.0%	$5.7B	0.1%	$27.50	48
2020-Q4	Increased	101,975	+9.7%	$6.4M	0.1%	$26.53	36
2020-Q3	Increased	93,003	+6.3%	$5.5M	0.1%	$25.06	34
2020-Q2	Decreased	87,469	-0.6%	$4.9M	0.1%	$23.73	0
2020-Q1	Increased	88,012	+104.0%	$4.9M	0.2%	$24.17	52
2019-Q4	Increased	43,145	+6.8%	$2.8M	0.1%	$26.68	28
2019-Q3	Increased	40,398	+47.5%	$2.6M	0.1%	$26.61	36
2019-Q2	Decreased	27,390	-55.0%	$1.6M	0.1%	$24.34	0
2019-Q1	New	60,829	-	$3.5M	0.1%	$23.55	44

XLU30 quarters

XLU
30 quarters