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Showing 8 of 26 quarters

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

Steward Partners Investment Advisory, LLC holds 3,545 shares of XSD (SPDR SERIES TRUST), worth $2.2M as of 2026-Q2. The position was decreased (-0.9% shares). XSD represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$2.2M

Current Shares

3,545

Total Value Change

+$1.7M

Total Shares Change

+1,474

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3,545
-0.9%
$2.2M0.0%$623.70
0
2026-Q1
Decreased
3,577
-30.0%
$1.2M0.0%$338.43
0
2025-Q4
Increased
5,109
+19.3%
$1.6M0.0%$325.18
30
2025-Q3
Increased
4,282
+7.6%
$1.4M0.0%$315.86
27
2025-Q2
Increased
3,981
+23.9%
$1M0.0%$255.80
31
2025-Q1
Increased
3,214
+44.1%
$645,3490.0%$201.65
33
2024-Q4
Increased
2,230
+7.7%
$554,0440.0%$249.55
26
2024-Q3
Increased
2,071
+53.3%
$497,5580.0%$241.79
34

Other major holders of XSD: BNP PARIBAS FINANCIAL MARKETS, LPL Financial LLC, MORGAN STANLEY

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