SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 319,082 Value ($000) $17,476 Avg Close Range
Q3 2025
Shares 341,430 Value ($000) $18,393 Avg Close Range
Q2 2025
Shares 299,500 Value ($000) $15,685 Avg Close Range
Q1 2025
Shares 302,385 Value ($000) $15,062 Avg Close Range
Q4 2024
Shares 283,062 Value ($000) $13,680 Avg Close Range
Q3 2024
Shares 248,584 Value ($000) $11,266 Avg Close Range
Q2 2024
Shares 208,789 Value ($000) $8,583 Avg Close Range
Q1 2024
Shares 200,962 Value ($000) $8,465 Avg Close Range
Q4 2023
Shares 209,985 Value ($000) $7,895 Avg Close Range
Q3 2023
Shares 228,189 Value ($000) $7,569 Avg Close Range
Q2 2023
Shares 203,340 Value ($000) $6,855 Avg Close Range
Q1 2023
Shares 224,056 Value ($000) $7,203 Avg Close Range
Q4 2022
Shares 430,233 Value ($000) $14,714 Avg Close Range
Q3 2022
Shares 315,696 Value ($000) $9,585 Avg Close Range
Q2 2022
Shares 214,489 Value ($000) $6,746 Avg Close Range
Q1 2022
Shares 262,740 Value ($000) $10,068 Avg Close Range
Q4 2021
Shares 292,270 Value ($000) $11,413 Avg Close Range
Q3 2021
Shares 248,365 Value ($000) $9,321 Avg Close Range
Q2 2021
Shares 234,484 Value ($000) $8,603 Avg Close Range
Q1 2021
Shares 275,557 Value ($000) $9,382,727 Avg Close Range
Q4 2020
Shares 129,405 Value ($000) $3,815 Avg Close Range
Q3 2020
Shares 128,030 Value ($000) $3,082 Avg Close Range
Q2 2020
Shares 104,134 Value ($000) $2,410 Avg Close Range
Q1 2020
Shares 116,996 Value ($000) $2,435 Avg Close Range
Q4 2019
Shares 127,349 Value ($000) $3,919 Avg Close Range
Q3 2019
Shares 127,239 Value ($000) $3,562 Avg Close Range
Q2 2019
Shares 135,718 Value ($000) $3,745 Avg Close Range
Q1 2019
Shares 114,723 Value ($000) $2,949 Avg Close Range
Q4 2018
Shares 126,750 Value ($000) $3,019 Avg Close Range
Q3 2018
Shares 64,754 Value ($000) $1,786 Avg Close Range
Q2 2018
Shares 50,537 Value ($000) $1,344 Avg Close Range
Q1 2018
Shares 88,704 Value ($000) $2,445 Avg Close Range
Q4 2017
Shares 137,037 Value ($000) $3,824 Avg Close Range
Q3 2017
Shares 87,584 Value ($000) $2,264 Avg Close Range
Q2 2017
Shares 91,917 Value ($000) $2,267 Avg Close Range
Q1 2017
Shares 16,578 Value ($000) $393 Avg Close Range
Q4 2016
Shares 6,903 Value ($000) $160 Avg Close Range