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Stratos Wealth Partners, LTD.: XLY position timeline

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

Stratos Wealth Partners, LTD. held 34,244 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,244 shares
    Change vs previous 13F +983 shares

    0.03% of the 13F portfolio, value $4,016,326.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 22,744 shares
    • Stratos Wealth Advisors, LLC: 6,624 shares
    • Stratos Investment Management, LLC: 4,876 shares

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

  2. period ended2026-03-31
    13F 33,261 shares
    Change vs previous 13F -24,530 shares

    0.03% of the 13F portfolio, value $3,624,977.

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 21,479 shares
    • Stratos Wealth Advisors, LLC: 6,651 shares
    • Stratos Investment Management, LLC: 5,131 shares

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

  3. period ended2025-12-31
    13F 57,791 shares
    Change vs previous 13F +29,331 shares

    0.05% of the 13F portfolio, value $6,900,909.

    13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 46,781 shares
    • Stratos Wealth Advisors, LLC: 6,676 shares
    • Stratos Investment Management, LLC: 4,334 shares

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

  4. period ended2025-09-30
    13F 28,460 shares
    Change vs previous 13F +196 shares

    0.05% of the 13F portfolio, value $6,820,455.

    13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 23,100 shares
    • Stratos Wealth Advisors, LLC: 3,359 shares
    • Stratos Investment Management, LLC: 2,001 shares

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

  5. period ended2025-06-30
    13F 28,264 shares
    Change vs previous 13F +11,078 shares

    0.05% of the 13F portfolio, value $6,142,906.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 22,889 shares
    • Stratos Wealth Advisors, LLC: 3,430 shares
    • Stratos Investment Management, LLC: 1,945 shares

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

  6. period ended2025-03-31
    13F 17,186 shares
    Change vs previous 13F -34,362 shares

    0.03% of the 13F portfolio, value $3,393,748.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 10,952 shares
    • Stratos Wealth Advisors, LLC: 4,318 shares
    • Stratos Investment Management, LLC: 1,916 shares

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

  7. period ended2024-12-31
    13F 51,548 shares
    Change vs previous 13F +23,590 shares

    0.11% of the 13F portfolio, value $11,564,989.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 33,429 shares
    • Stratos Wealth Advisors, LLC: 16,498 shares
    • Stratos Investment Management, LLC: 1,621 shares

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

  8. period ended2024-09-30
    13F 27,958 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,602,236.

    13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 13,158 shares
    • Stratos Wealth Advisors, LLC: 13,307 shares
    • Stratos Investment Management, LLC: 1,493 shares

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