SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 103,054 Value ($000) $8,005 Avg Close Range
Q3 2025
Shares 78,012 Value ($000) $6,114 Avg Close Range
Q2 2025
Shares 95,447 Value ($000) $7,728 Avg Close Range
Q1 2025
Shares 135,916 Value ($000) $11,100 Avg Close Range
Q4 2024
Shares 83,829 Value ($000) $6,590 Avg Close Range
Q3 2024
Shares 201,655 Value ($000) $16,737 Avg Close Range
Q2 2024
Shares 52,186 Value ($000) $3,996 Avg Close Range
Q1 2024
Shares 52,104 Value ($000) $3,979 Avg Close Range
Q4 2023
Shares 52,392 Value ($000) $3,774 Avg Close Range
Q3 2023
Shares 50,736 Value ($000) $3,491 Avg Close Range
Q2 2023
Shares 62,962 Value ($000) $4,670 Avg Close Range
Q1 2023
Shares 64,868 Value ($000) $4,846 Avg Close Range
Q4 2022
Shares 52,943 Value ($000) $3,947 Avg Close Range
Q3 2022
Shares 85,603 Value ($000) $5,712 Avg Close Range
Q2 2022
Shares 90,908 Value ($000) $6,562 Avg Close Range
Q1 2022
Shares 64,266 Value ($000) $4,877 Avg Close Range
Q4 2021
Shares 57,530 Value ($000) $4,436 Avg Close Range
Q3 2021
Shares 55,265 Value ($000) $3,804 Avg Close Range
Q2 2021
Shares 47,718 Value ($000) $3,339 Avg Close Range
Q1 2021
Shares 52,537 Value ($000) $3,588,808 Avg Close Range
Q4 2020
Shares 66,736 Value ($000) $4,501 Avg Close Range
Q3 2020
Shares 65,739 Value ($000) $4,214 Avg Close Range
Q2 2020
Shares 57,702 Value ($000) $3,384 Avg Close Range
Q1 2020
Shares 55,366 Value ($000) $3,015 Avg Close Range
Q4 2019
Shares 26,536 Value ($000) $1,671 Avg Close Range
Q3 2019
Shares 26,896 Value ($000) $1,651 Avg Close Range
Q2 2019
Shares 32,374 Value ($000) $1,879 Avg Close Range
Q1 2019
Shares 26,001 Value ($000) $1,458 Avg Close Range
Q4 2018
Shares 25,662 Value ($000) $1,303 Avg Close Range
Q3 2018
Shares 23,378 Value ($000) $1,261 Avg Close Range
Q2 2018
Shares 22,708 Value ($000) $1,170 Avg Close Range
Q1 2018
Shares 14,018 Value ($000) $737 Avg Close Range
Q4 2017
Shares 16,343 Value ($000) $929 Avg Close Range
Q3 2017
Shares 17,241 Value ($000) $930 Avg Close Range
Q2 2017
Shares 17,705 Value ($000) $972 Avg Close Range
Q1 2017
Shares 6,404 Value ($000) $349 Avg Close Range
Q4 2016
Shares 4,459 Value ($000) $230 Avg Close Range