SPIA
SEIS

Steward Partners Investment Advisory’s SEI Select Small Cap ETF SEIS Stock Holding History

Steward Partners Investment Advisory’s Portfolio SEIS Stock Details SEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-33
Closed -$922 – 4499
2025
Q3 		$922 Buy
+33
New +$887 ﹤0.01% 4057

Other funds holding SEIS

SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $228M AUM 16.3% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
SWM
Stark Wealth Management Bethlehem, Pennsylvania $26.6M AUM 23.19% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return

Steward Partners Investment Advisory's SEIS Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of SEI Select Small Cap ETF (SEIS) in Q4 2025, closing a stake of 33 shares — an estimated $922 sold.

Steward Partners Investment Advisory first reported a position in SEIS in Q3 2025 and held it in 1 quarter. The position peaked at $922 in Q3 2025. 32 funds tracked by Wall St. Rank hold SEIS as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining SEI Select Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 33 SEI Select Small Cap ETF shares in Q4 2025, an estimated $922.
  • Steward Partners Investment Advisory first reported a position in SEI Select Small Cap ETF in Q3 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's SEI Select Small Cap ETF position peaked at $922 in Q3 2025.
  • 32 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.