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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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