A detailed history of Stifel Financial Corp transactions in Utilities Sector Spdr stock. As of the latest transaction made, Stifel Financial Corp holds 840,496 shares of XLU stock, worth $64.3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
840,496
Previous 636,932 31.96%
Holding current value
$64.3 Million
Previous $43.4 Million 56.44%
% of portfolio
0.07%
Previous 0.05%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$67.67 - $80.78 $13.8 Million - $16.4 Million
203,564 Added 31.96%
840,496 $67.9 Million
Q2 2024

Aug 13, 2024

BUY
$62.77 - $72.87 $3.54 Million - $4.11 Million
56,387 Added 9.71%
636,932 $43.4 Million
Q1 2024

May 13, 2024

BUY
$59.95 - $65.65 $978,563 - $1.07 Million
16,323 Added 2.89%
580,545 $38.1 Million
Q4 2023

Feb 12, 2024

BUY
$56.19 - $65.96 $2.35 Million - $2.76 Million
41,804 Added 8.0%
564,222 $35.7 Million
Q3 2023

Nov 13, 2023

SELL
$58.83 - $68.46 $2.44 Million - $2.84 Million
-41,449 Reduced 7.35%
522,418 $30.8 Million
Q2 2023

Aug 14, 2023

SELL
$64.34 - $69.97 $3.68 Million - $4 Million
-57,186 Reduced 9.21%
563,867 $36.9 Million
Q1 2023

May 12, 2023

SELL
$63.7 - $72.08 $3.55 Million - $4.02 Million
-55,805 Reduced 8.24%
621,053 $42 Million
Q4 2022

Feb 13, 2023

BUY
$61.52 - $72.67 $5.25 Million - $6.2 Million
85,370 Added 14.43%
676,858 $47.7 Million
Q3 2022

Nov 14, 2022

SELL
$65.51 - $78.12 $12 Million - $14.3 Million
-183,039 Reduced 23.63%
591,488 $38.8 Million
Q2 2022

Aug 15, 2022

BUY
$64.87 - $76.96 $16.1 Million - $19.1 Million
247,789 Added 47.04%
774,527 $54.3 Million
Q1 2022

May 13, 2022

BUY
$65.03 - $74.54 $13.2 Million - $15.2 Million
203,633 Added 63.02%
526,738 $39.2 Million
Q4 2021

Feb 14, 2022

BUY
$63.88 - $71.58 $2.93 Million - $3.29 Million
45,922 Added 16.57%
323,105 $23.1 Million
Q3 2021

Nov 15, 2021

SELL
$63.56 - $70.07 $2.98 Million - $3.28 Million
-46,817 Reduced 14.45%
277,183 $17.7 Million
Q2 2021

Aug 13, 2021

SELL
$63.23 - $67.72 $588,355 - $630,134
-9,305 Reduced 2.79%
324,000 $20.5 Million
Q1 2021

May 14, 2021

BUY
$58.36 - $64.15 $1.37 Million - $1.51 Million
23,529 Added 7.6%
333,305 $21.3 Million
Q4 2020

Feb 12, 2021

SELL
$59.98 - $66.76 $1.17 Million - $1.3 Million
-19,448 Reduced 5.91%
309,776 $19.4 Million
Q3 2020

Nov 16, 2020

SELL
$56.7 - $61.49 $510,300 - $553,410
-9,000 Reduced 2.66%
329,224 $19.6 Million
Q2 2020

Aug 14, 2020

BUY
$51.79 - $62.83 $792,490 - $961,424
15,302 Added 4.74%
338,224 $19.1 Million
Q1 2020

May 14, 2020

SELL
$44.93 - $70.98 $1.44 Million - $2.28 Million
-32,080 Reduced 9.04%
322,922 $17.9 Million
Q4 2019

Feb 13, 2020

BUY
$61.37 - $64.82 $4.61 Million - $4.87 Million
75,122 Added 26.84%
355,002 $22.9 Million
Q3 2019

Nov 19, 2019

BUY
$62.5 - $64.93 $8,937 - $9,284
143 Added 0.05%
279,880 $18.1 Million
Q3 2019

Nov 13, 2019

BUY
$62.5 - $64.93 $1.2 Million - $1.25 Million
19,271 Added 7.4%
279,737 $18.1 Million
Q2 2019

Aug 14, 2019

SELL
N/A
-15,604 Reduced 5.65%
260,466 $15.6 Million
Q1 2019

May 14, 2019

BUY
N/A
57,357 Added 26.22%
276,070 $16.1 Million
Q4 2018

Feb 13, 2019

BUY
N/A
149,517 Added 216.08%
218,713 $11.6 Million
Q3 2018

Nov 13, 2018

BUY
N/A
30,171 Added 77.31%
69,196 $3.65 Million
Q2 2018

Aug 14, 2018

BUY
N/A
474 Added 1.23%
39,025 $2 Million
Q1 2018

May 11, 2018

SELL
N/A
-22,275 Reduced 36.62%
38,551 $1.93 Million
Q4 2017

Feb 14, 2018

BUY
N/A
3,172 Added 5.5%
60,826 $3.2 Million
Q3 2017

Nov 13, 2017

BUY
N/A
57,654
57,654 $0

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Stifel Financial Corp Portfolio

Follow Stifel Financial Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.