Steward Partners Investment Advisory, LLC Spdr S&P Software & Services E Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 76 shares of XSW stock, worth $12,211. This represents 0.0% of its overall portfolio holdings.

Number of Shares
76
Holding current value
$12,211
% of portfolio
0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$159.76 - $197.42 $12,141 - $15,003
76 New
76 $12,000
Q3 2020

Oct 30, 2020
SELL
$108.86 - $128.69 $217 - $257
-2 Closed
0 $0
Q3 2019

Oct 30, 2019
SELL
$92.29 - $96.72 $280,192 - $293,641
-3,036 Reduced 99.93%
2 $0
Q2 2019

Jul 25, 2019
BUY
N/A
1 Added 0.03%
3,038 $292,000
Q1 2019

Apr 30, 2019
SELL
N/A
-203 Reduced 6.27%
3,037 $286,000
Q4 2018

Jan 15, 2019
SELL
N/A
-56 Reduced 1.7%
3,240 $241,000
Q3 2018

Oct 23, 2018
BUY
N/A
136 Added 4.3%
3,296 $299,000
Q2 2018

Jul 20, 2018
BUY
N/A
3,160 New
3,160 $256,000

Others Institutions Holding XSW

# of Institutions
124
Shares Held
1.39M
Call Options Held
2.1K
Put Options Held
1.3K
View Full List

About SPDR S&P SOFTWARE & SERVICES E

XSW Quotes by TradingView
  • Ticker XSW
  • Sector ETFs
  • Industry ETFs
More about XSW
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