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XLYXLY
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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in CONSUMER DISCRETIONARY SELT

Steward Partners Investment Advisory, LLC holds 138,424 shares of XLY (CONSUMER DISCRETIONARY SELT), worth $16.2M as of 2026-Q2. The position was decreased (-1.1% shares). XLY represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$16.2M

Current Shares

138,424

Total Value Change

+$4.1M

Total Shares Change

+77,993

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
138,424
-1.1%
$16.2M0.1%$117.28
0
2026-Q1
Decreased
139,924
-6.6%
$15.2M0.1%$114.36
0
2025-Q4
Increased
149,873
+96.8%
$17.9M0.1%$120.36
45
2025-Q3
Increased
76,138
+17.2%
$18.2M0.1%$120.14
39
2025-Q2
Decreased
64,978
-6.8%
$14.1M0.1%$108.89
0
2025-Q1
Decreased
69,732
-0.5%
$13.8M0.1%$97.94
0
2024-Q4
Increased
70,064
+15.9%
$15.7M0.1%$112.06
39
2024-Q3
Increased
60,431
+15.1%
$12.1M0.1%$99.37
38

Other major holders of XLY: BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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