Steward Partners Investment Advisory, LLC Spdr Ser Tr Spdr S&P Oil & Gas Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Ser Tr Spdr S&P Oil & Gas stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 32 shares of XES stock, worth $2,744. This represents 0.0% of its overall portfolio holdings.

Number of Shares
32
Previous 32 -0.0%
Holding current value
$2,744
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$77.41 - $93.09 $6,966 - $8,378
-90 Reduced 73.77%
32 $2,000
Q4 2023

Feb 12, 2024
SELL
$78.42 - $95.59 $2,352 - $2,867
-30 Reduced 19.74%
122 $10,000
Q3 2023

Nov 13, 2023
SELL
$78.15 - $99.83 $10,550 - $13,477
-135 Reduced 47.04%
152 $14,000
Q1 2023

May 15, 2023
BUY
$69.6 - $90.89 $835 - $1,090
12 Added 4.36%
287 $21,000
Q4 2022

Feb 15, 2023
SELL
$59.11 - $82.74 $7,388 - $10,342
-125 Reduced 31.25%
275 $21,000
Q3 2022

Nov 10, 2022
SELL
$51.42 - $67.15 $54,659 - $71,380
-1,063 Reduced 72.66%
400 $22,000
Q2 2022

Aug 04, 2022
SELL
$56.79 - $82.43 $24,817 - $36,021
-437 Reduced 23.0%
1,463 $87,000
Q1 2022

May 02, 2022
BUY
$52.99 - $77.53 $2,808 - $4,109
53 Added 2.87%
1,900 $143,000
Q4 2021

Feb 08, 2022
SELL
$46.75 - $62.02 $2,477 - $3,287
-53 Reduced 2.79%
1,847 $91,000
Q2 2021

Aug 13, 2021
BUY
$47.92 - $67.93 $2,491 - $3,532
52 Added 2.81%
1,900 $118,000
Q1 2021

May 14, 2021
BUY
$45.54 - $65.95 $82,609 - $119,633
1,814 Added 5335.29%
1,848 $0
Q4 2020

Feb 11, 2021
SELL
$26.0 - $47.95 $2,236 - $4,123
-86 Reduced 71.67%
34 $2,000
Q2 2020

Aug 06, 2020
SELL
$20.99 - $47.57 $713 - $1,617
-34 Reduced 22.08%
120 $4,000
Q1 2020

Apr 29, 2020
BUY
$20.0 - $84.4 $3,080 - $12,997
154 New
154 $3,000

Others Institutions Holding XES

# of Institutions
86
Shares Held
713K
Call Options Held
44K
Put Options Held
25.9K
View Full List

About SPDR SER TR SPDR S&P OIL & GAS

XES Quotes by TradingView
  • Ticker XES
  • Sector ETFs
  • Industry ETFs
More about XES
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email