SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 1,132,716 Value ($000) $50,644 Avg Close — Range —
Q3 2025
Shares 545,187 Value ($000) $48,707 Avg Close — Range —
Q2 2025
Shares 204,312 Value ($000) $17,328 Avg Close — Range —
Q1 2025
Shares 213,882 Value ($000) $19,987 Avg Close — Range —
Q4 2024
Shares 244,982 Value ($000) $20,985 Avg Close — Range —
Q3 2024
Shares 217,636 Value ($000) $19,108 Avg Close — Range —
Q2 2024
Shares 175,145 Value ($000) $15,964 Avg Close — Range —
Q1 2024
Shares 192,688 Value ($000) $18,192 Avg Close — Range —
Q4 2023
Shares 202,824 Value ($000) $17,005 Avg Close — Range —
Q3 2023
Shares 210,211 Value ($000) $19,001 Avg Close — Range —
Q2 2023
Shares 235,101 Value ($000) $19,083 Avg Close — Range —
Q1 2023
Shares 283,940 Value ($000) $23,519 Avg Close — Range —
Q4 2022
Shares 345,948 Value ($000) $30,260 Avg Close — Range —
Q3 2022
Shares 266,889 Value ($000) $19,221 Avg Close — Range —
Q2 2022
Shares 257,213 Value ($000) $18,393 Avg Close — Range —
Q1 2022
Shares 271,076 Value ($000) $20,721 Avg Close — Range —
Q4 2021
Shares 252,394 Value ($000) $14,008 Avg Close — Range —
Q3 2021
Shares 227,487 Value ($000) $11,850 Avg Close — Range —
Q2 2021
Shares 218,246 Value ($000) $11,757 Avg Close — Range —
Q1 2021
Shares 183,593 Value ($000) $9,007,069 Avg Close — Range —
Q4 2020
Shares 101,839 Value ($000) $3,860 Avg Close — Range —
Q3 2020
Shares 68,081 Value ($000) $2,039 Avg Close — Range —
Q2 2020
Shares 49,222 Value ($000) $1,863 Avg Close — Range —
Q1 2020
Shares 19,533 Value ($000) $567 Avg Close — Range —
Q4 2019
Shares 40,304 Value ($000) $2,419 Avg Close — Range —
Q3 2019
Shares 34,483 Value ($000) $2,041 Avg Close — Range —
Q2 2019
Shares 39,064 Value ($000) $2,488 Avg Close — Range —
Q1 2019
Shares 39,442 Value ($000) $2,607 Avg Close — Range —
Q4 2018
Shares 34,183 Value ($000) $1,960 Avg Close — Range —
Q3 2018
Shares 37,631 Value ($000) $2,850 Avg Close — Range —
Q2 2018
Shares 34,994 Value ($000) $2,657 Avg Close — Range —
Q1 2018
Shares 31,323 Value ($000) $2,111 Avg Close — Range —
Q4 2017
Shares 30,014 Value ($000) $2,168 Avg Close — Range —
Q3 2017
Shares 23,882 Value ($000) $1,635 Avg Close — Range —
Q2 2017
Shares 23,861 Value ($000) $1,549 Avg Close — Range —
Q1 2017
Shares 9,160 Value ($000) $640 Avg Close — Range —
Q4 2016
Shares 6,705 Value ($000) $505 Avg Close — Range —