Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 124,604 shares of XLV (HEALTH CARE SELECT SECTOR SPDR).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's XLV position is worth $19.8M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their XLV position (-0.7% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	124,604	-0.7%	$19.8M	0.1%	$158.66	0
2026-Q1	Decreased	125,494	-50.5%	$18.4M	0.1%	$156.74	0
2025-Q4	Increased	253,314	+148.9%	$39.2M	0.2%	$155.68	56
2025-Q3	Increased	101,753	+0.8%	$14.2M	0.1%	$135.32	28
2025-Q2	Decreased	100,947	-33.6%	$13.6M	0.1%	$132.75	0
2025-Q1	Increased	152,051	+41.4%	$22.2M	0.2%	$142.57	45
2024-Q4	Decreased	107,571	-31.9%	$14.8M	0.1%	$134.87	0
2024-Q3	Increased	157,888	+102.8%	$24.3M	0.2%	$149.70	55
2024-Q2	Decreased	77,854	-4.0%	$11.3M	0.1%	$142.06	0
2024-Q1	Increased	81,067	+8.2%	$12M	0.1%	$143.42	36
2023-Q4	Increased	74,939	+15.5%	$10.2M	0.1%	$131.93	38
2023-Q3	Decreased	64,906	-14.0%	$8.4M	0.1%	$123.98	0
2023-Q2	Decreased	75,451	-36.3%	$10M	0.2%	$126.01	0
2023-Q1	Decreased	118,380	-21.1%	$15.3M	0.2%	$122.35	0
2022-Q4	Increased	149,941	+35.2%	$20.4M	0.3%	$129.26	44
2022-Q3	Decreased	110,887	-3.9%	$13.4M	0.3%	$116.36	0
2022-Q2	Increased	115,333	+27.9%	$14.8M	0.3%	$121.31	42
2022-Q1	Increased	90,175	+45.1%	$12.4M	0.2%	$130.02	45
2021-Q4	Increased	62,130	+5.9%	$8.8M	0.1%	$132.56	35
2021-Q3	Increased	58,687	+11.6%	$7.5M	0.1%	$120.29	37
2021-Q2	Decreased	52,600	-48.5%	$6.6M	0.1%	$117.21	0
2021-Q1	Increased	102,182	+76.4%	$6B	0.1%	$107.94	58
2020-Q4	Increased	57,917	+4.4%	$6.6M	0.1%	$103.64	34
2020-Q3	Decreased	55,495	-4.4%	$5.9M	0.1%	$95.46	0
2020-Q2	Increased	58,030	+1.8%	$5.8M	0.2%	$90.10	33
2020-Q1	Decreased	57,009	-0.5%	$5M	0.2%	$81.13	0
2019-Q4	Decreased	57,321	-2.1%	$5.8M	0.2%	$92.26	0
2019-Q3	Decreased	58,529	-8.6%	$5.3M	0.2%	$80.21	0
2019-Q2	Increased	64,037	+8.0%	$5.9M	0.2%	$82.84	35
2019-Q1	New	59,308	-	$5.4M	0.2%	$81.70	45

XLV30 quarters

XLV
30 quarters