SPIA
SPT icon

Steward Partners Investment Advisory’s Sprout Social SPT Stock Holding History

Steward Partners Investment Advisory’s Portfolio SPT Stock Details SPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.05K Hold
360
– – ﹤0.01% 4046
2025
Q4 		$4.06K Hold
360
– – ﹤0.01% 3754
2025
Q3 		$4.65K Sell
360
-27
-7% -$441 ﹤0.01% 3679
2025
Q2 		$8.09K Sell
387
-25
-6% -$530 ﹤0.01% 3305
2025
Q1 		$9.06K Buy
412
+360
+692% +$10.5K ﹤0.01% 3140
2024
Q4 		$1.6K Buy
+52
New +$1.56K ﹤0.01% 3684
2023
Q1 		– Sell
-100
Closed -$5.65K – 3415
2022
Q4 		$5.65K Hold
100
– – ﹤0.01% 2735
2022
Q3 		$6K Hold
100
– – ﹤0.01% 2725
2022
Q2 		$6K Hold
100
– – ﹤0.01% 2718
2022
Q1 		$8K Hold
100
– – ﹤0.01% 2748
2021
Q4 		$9K Sell
100
-25
-20% -$2.83K ﹤0.01% 2655
2021
Q3 		$15K Sell
125
-100
-44% -$10.9K ﹤0.01% 2459
2021
Q2 		$20K Buy
+225
New +$15.6K ﹤0.01% 5111

Other funds holding SPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return