Stifel Financial’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Stifel Financial’s Portfolio XTL Stock Details XTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.84M	Buy	21,258 +463	+2%	+$103K	﹤0.01%	1433
2026 Q1	$3.91M	Buy	20,795 +5,446	+35%	+$955K	﹤0.01%	1503
2025 Q4	$2.35M	Buy	15,349 +364	+2%	+$54K	﹤0.01%	1824
2025 Q3	$2.1M	Buy	14,985 +428	+3%	+$54.9K	﹤0.01%	1874
2025 Q2	$1.71M	Buy	+14,557	New	+$1.48M	﹤0.01%	1962
2022 Q1	–	Sell	-6,172	Closed	-$628K	–	3513
2021 Q4	$628K	Sell	6,172 -221	-3%	-$21.8K	﹤0.01%	2460
2021 Q3	$610K	Sell	6,393 -1,555	-20%	-$154K	﹤0.01%	2457
2021 Q2	$813K	Buy	7,948 +1,090	+16%	+$107K	﹤0.01%	2253
2021 Q1	$644K	Buy	6,858 +1,441	+27%	+$135K	﹤0.01%	2321
2020 Q4	$459K	Hold	5,417	–	–	﹤0.01%	2381
2020 Q3	$366K	Buy	5,417 +111	+2%	+$8.04K	﹤0.01%	2280
2020 Q2	$370K	Hold	5,306	–	–	﹤0.01%	2226
2020 Q1	$313K	Sell	5,306 -258	-5%	-$17.2K	﹤0.01%	2156
2019 Q4	$387K	Buy	5,564 +91	+2%	+$6.17K	﹤0.01%	2411
2019 Q3	$366K	Sell	5,473 -69	-1%	-$4.72K	﹤0.01%	2330
2019 Q2	$374K	Buy	5,542 +549	+11%	+$38.5K	﹤0.01%	2359
2019 Q1	$351K	Sell	4,993 -26	-0.5%	-$1.8K	﹤0.01%	2271
2018 Q4	$319K	Buy	+5,019	New	+$348K	﹤0.01%	2190
2018 Q3	–	Sell	-3,753	Closed	-$273K	–	2830
2018 Q2	$273K	Buy	+3,753	New	+$267K	﹤0.01%	2357

Other funds holding XTL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stifel Financial's XTL Position: Q2 2026 in Review

Stifel Financial increased its State Street SPDR S&P Telecom ETF (XTL) stake by 2.2% in Q2 2026, buying an estimated $103K and bringing the position to 21,258 shares worth $4.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Stifel Financial first reported a position in XTL in Q2 2018 and has held it in 19 quarters since. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Stifel Financial held 21,258 shares of State Street SPDR S&P Telecom ETF worth $4.84M as of Q2 2026.
Stifel Financial bought 463 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $103K.
State Street SPDR S&P Telecom ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1433 holding.
Stifel Financial first reported a position in State Street SPDR S&P Telecom ETF in Q2 2018 and has held it in 19 quarters since.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.