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Steward Partners Investment Advisory, LLC: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on XLY, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 138,424 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,424 shares
    Change vs previous 13F -1,500 shares

    0.08% of the 13F portfolio, value $16,234,308.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 139,924 shares
    Change vs previous 13F -9,949 shares

    0.08% of the 13F portfolio, value $15,248,895.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 149,873 shares
    Change vs previous 13F +73,735 shares

    0.1% of the 13F portfolio, value $17,896,398.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 76,138 shares
    Change vs previous 13F +11,160 shares

    0.1% of the 13F portfolio, value $18,245,671.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 64,978 shares
    Change vs previous 13F -4,754 shares

    0.11% of the 13F portfolio, value $14,121,641.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 69,732 shares
    Change vs previous 13F -332 shares

    0.12% of the 13F portfolio, value $13,769,265.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 70,064 shares
    Change vs previous 13F +9,633 shares

    0.14% of the 13F portfolio, value $15,718,787.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 60,431 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $12,108,491.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).