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Steward Partners Investment Advisory’s Spear Alpha ETF SPRX Stock Holding History

Steward Partners Investment Advisory’s Portfolio SPRX Stock Details SPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-120
Closed -$2.83K – 3843
2024
Q2 		$2.83K Hold
120
– – ﹤0.01% 3211
2024
Q1 		$2.81K Buy
+120
New +$2.82K ﹤0.01% 3221

Other funds holding SPRX

CW
CIC Wealth Rockville, Maryland $387M AUM 36% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Steward Partners Investment Advisory's SPRX Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of Spear Alpha ETF (SPRX) in Q3 2024, closing a stake of 120 shares — an estimated $2.83K sold.

Steward Partners Investment Advisory first reported a position in SPRX in Q1 2024 and held it in 2 quarters. The position peaked at $2.83K in Q2 2024. 18 funds tracked by Wall St. Rank hold SPRX as of Q3 2024.

  • Steward Partners Investment Advisory reported no remaining Spear Alpha ETF position as of Q3 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 120 Spear Alpha ETF shares in Q3 2024, an estimated $2.83K.
  • Steward Partners Investment Advisory first reported a position in Spear Alpha ETF in Q1 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Spear Alpha ETF position peaked at $2.83K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held Spear Alpha ETF as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.