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SPIA
Steward Partners Investment Advisory’s
Standex International
SXI
Stock Holding History
Steward Partners Investment Advisory’s Portfolio
SXI Stock Details
SXI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$232K
Buy
911
+70
+8%
+$17.6K
﹤0.01%
1938
2025
Q4
$183K
Buy
841
+693
+468%
+$161K
﹤0.01%
1967
2025
Q3
$31.4K
Hold
148
–
–
﹤0.01%
2862
2025
Q2
$23.2K
Hold
148
–
–
﹤0.01%
2855
2025
Q1
$23.9K
Hold
148
–
–
﹤0.01%
2726
2024
Q4
$27.7K
Buy
148
+14
+10%
+$2.7K
﹤0.01%
2626
2024
Q3
$24.5K
Hold
134
–
–
﹤0.01%
2571
2024
Q2
$21.6K
Hold
134
–
–
﹤0.01%
2504
2024
Q1
$24.4K
Hold
134
–
–
﹤0.01%
2439
2023
Q4
$21.2K
Hold
134
–
–
﹤0.01%
2377
2023
Q3
$19.5K
Buy
+134
New
+$20K
﹤0.01%
2318
2023
Q2
–
Sell
-130
Closed
-$15.9K
–
3385
2023
Q1
$15.9K
Hold
130
–
–
﹤0.01%
2350
2022
Q4
$13.3K
Hold
130
–
–
﹤0.01%
2438
2022
Q3
$11K
Sell
130
-14
-10%
-$1.25K
﹤0.01%
2502
2022
Q2
$12K
Buy
144
+14
+11%
+$1.31K
﹤0.01%
2463
2022
Q1
$13K
Hold
130
–
–
﹤0.01%
2560
2021
Q4
$14K
Hold
130
–
–
﹤0.01%
2481
2021
Q3
$13K
Hold
130
–
–
﹤0.01%
2517
2021
Q2
$12K
Hold
130
–
–
﹤0.01%
5733
2021
Q1
$12.4K
Hold
130
–
–
﹤0.01%
2689
2020
Q4
$10K
Hold
130
–
–
﹤0.01%
2323
2020
Q3
$8K
Buy
+130
New
+$7.47K
﹤0.01%
2230
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30.48%
1-Year Est. Return
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$15.3B AUM
25.06%
1-Year Est. Return
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$131B AUM
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1-Year Est. Return
VPM
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$1.91T AUM
VCM
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$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Dallas, Texas
$30.5B AUM
29.95%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
SAM
Silvercrest Asset Management
New York
$13.8B AUM
28.39%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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