SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 361,790 Value ($000) $52,087 Avg Close — Range —
Q3 2025
Shares 218,896 Value ($000) $61,698 Avg Close — Range —
Q2 2025
Shares 158,214 Value ($000) $40,064 Avg Close — Range —
Q1 2025
Shares 171,261 Value ($000) $35,362 Avg Close — Range —
Q4 2024
Shares 163,906 Value ($000) $38,112 Avg Close — Range —
Q3 2024
Shares 147,023 Value ($000) $33,192 Avg Close — Range —
Q2 2024
Shares 149,091 Value ($000) $33,729 Avg Close — Range —
Q1 2024
Shares 156,838 Value ($000) $32,665 Avg Close — Range —
Q4 2023
Shares 155,764 Value ($000) $29,982 Avg Close — Range —
Q3 2023
Shares 158,885 Value ($000) $26,046 Avg Close — Range —
Q2 2023
Shares 155,341 Value ($000) $27,008 Avg Close — Range —
Q1 2023
Shares 156,127 Value ($000) $23,577 Avg Close — Range —
Q4 2022
Shares 152,809 Value ($000) $19,016 Avg Close — Range —
Q3 2022
Shares 143,679 Value ($000) $17,066 Avg Close — Range —
Q2 2022
Shares 146,246 Value ($000) $18,591 Avg Close — Range —
Q1 2022
Shares 168,695 Value ($000) $26,811 Avg Close — Range —
Q4 2021
Shares 164,493 Value ($000) $28,600 Avg Close — Range —
Q3 2021
Shares 164,945 Value ($000) $24,630 Avg Close — Range —
Q2 2021
Shares 149,143 Value ($000) $22,022 Avg Close — Range —
Q1 2021
Shares 178,473 Value ($000) $23,703,021 Avg Close — Range —
Q4 2020
Shares 128,528 Value ($000) $16,711 Avg Close — Range —
Q3 2020
Shares 117,798 Value ($000) $13,747 Avg Close — Range —
Q2 2020
Shares 105,659 Value ($000) $11,040 Avg Close — Range —
Q1 2020
Shares 106,436 Value ($000) $8,554 Avg Close — Range —
Q4 2019
Shares 104,396 Value ($000) $9,570 Avg Close — Range —
Q3 2019
Shares 112,621 Value ($000) $9,069 Avg Close — Range —
Q2 2019
Shares 126,439 Value ($000) $9,867 Avg Close — Range —
Q1 2019
Shares 136,400 Value ($000) $10,093 Avg Close — Range —
Q4 2018
Shares 122,763 Value ($000) $7,608 Avg Close — Range —
Q3 2018
Shares 76,914 Value ($000) $5,794 Avg Close — Range —
Q2 2018
Shares 33,974 Value ($000) $2,360 Avg Close — Range —
Q1 2018
Shares 35,641 Value ($000) $2,331 Avg Close — Range —
Q4 2017
Shares 56,585 Value ($000) $3,618 Avg Close — Range —
Q3 2017
Shares 62,045 Value ($000) $3,666 Avg Close — Range —
Q2 2017
Shares 63,689 Value ($000) $3,485 Avg Close — Range —
Q1 2017
Shares 18,284 Value ($000) $974 Avg Close — Range —
Q4 2016
Shares 15,202 Value ($000) $735 Avg Close — Range —