Steward Partners Investment Advisory, LLC
Holdings in SPXX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $31,119 | 1,725 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $30,170 | 1,725 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $92,691 | 5,225 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $92,527 | 5,475 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $97,181 | 5,475 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $91,870 | 5,475 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $89,406 | 5,475 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $85,793 | 5,475 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $82,344 | 5,475 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $77,434 | 5,225 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $379,064 | 24,175 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $370,414 | 23,775 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $508,763 | 31,561 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $193,283 | 12,877 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $201,653 | 12,877 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $231,399 | 12,877 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $239,512 | 12,877 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $220,067 | 12,877 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $212,013 | 11,707 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $166,473 | 10,071 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $146,456 | 9,610 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $128,005 | 9,610 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $83,139 | 6,475 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $74,980 | 6,475 | Shares | Sole | 2020-04-29 |