Position history for Steward Partners Investment Advisory, LLC's holdings in SELECT SECTOR SPDR TR
Steward Partners Investment Advisory, LLC holds 457,091 shares of XLU (SELECT SECTOR SPDR TR), worth $21M as of 2026-Q1. The position was increased (+27.9% shares). XLU represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$21M
Current Shares
457,091
Total Value Change
+$12.5M
Total Shares Change
+332,619
Other major holders of XLU: BNP PARIBAS FINANCIAL MARKETS
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 |