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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in SPDR SERIES TRUST

Steward Partners Investment Advisory, LLC holds 23,638 shares of XOP (SPDR SERIES TRUST), worth $3.6M as of 2026-Q2. The position was increased (+28.7% shares). XOP represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$3.6M

Current Shares

23,638

Total Value Change

+$3.3M

Total Shares Change

+20,805

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
23,638
+28.7%
$3.6M0.0%$154.26
33
2026-Q1
Increased
18,371
+759.3%
$3.3M0.0%$158.99
43
2025-Q4
Decreased
2,138
-13.1%
$269,9010.0%$127.43
0
2025-Q3
Decreased
2,460
-0.7%
$325,1560.0%$132.53
0
2025-Q2
Increased
2,477
+2.2%
$311,5960.0%$125.42
24
2025-Q1
Decreased
2,423
-13.9%
$319,0860.0%$128.13
0
2024-Q4
Decreased
2,815
-0.6%
$372,6830.0%$127.34
0
2024-Q3
Increased
2,833
+15.9%
$372,5960.0%$127.02
27

Other major holders of XOP: JPMORGAN CHASE & CO, Varma Mutual Pension Insurance Co, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, GOLDMAN SACHS GROUP INC

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