Steward Partners Investment Advisory, LLC Spdr Ser Tr S & P Telecom ETF 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 S & P Telecom ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 24,320 shares of XTL stock, worth $2.72 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

24,320

Previous 21,473 13.26%

Holding current value

$2.72 Million

Previous $1.66 Million 47.77%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$77.77 - $100.63 $221,411 - $286,493	2,847 Added 13.26%	24,320 $2.45 Million
Q2 2024 Aug 08, 2024	BUY	$67.65 - $77.64 $156,880 - $180,047	2,319 Added 12.11%	21,473 $1.66 Million
Q1 2024 May 15, 2024	SELL	$72.16 - $79.94 $230,190 - $255,008	-3,190 Reduced 14.28%	19,154 $1.42 Million
Q4 2023 Feb 12, 2024	BUY	$64.2 - $80.73 $147,018 - $184,871	2,290 Added 11.42%	22,344 $1.79 Million
Q3 2023 Nov 13, 2023	BUY	$69.38 - $77.84 $1.19 Million - $1.33 Million	17,106 Added 580.26%	20,054 $1.42 Million
Q2 2023 Aug 14, 2023	BUY	$70.59 - $80.6 $208,099 - $237,608	2,948 New	2,948 $228,000

Others Institutions Holding XTL

# of Institutions

Shares Held

666K

Call Options Held

Put Options Held

View Full List

About SPDR SER TR S & P TELECOM ETF

Ticker XTL
Sector ETFs
Industry ETFs

More about XTL

Track This Portfolio

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.

Account

Steward Partners Investment Advisory, LLC Spdr Ser Tr S & P Telecom ETF Transaction History