Stifel Financial Corp Invesco S&P Smallcap Value Wit Transaction History

Stifel Financial Corp

$99.8 Billion
Q2 2025

A detailed history of Stifel Financial Corp transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Stifel Financial Corp holds 18,049 shares of XSVM stock, worth $989,085. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,049

Previous 19,098 5.49%

Holding current value

$989,085

Previous $958,000 2.09%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$44.22 - $52.08 $46,386 - $54,631	-1,049 Reduced 5.49%	18,049 $938,000
Q1 2025 May 13, 2025	SELL	$49.34 - $55.91 $89,601 - $101,532	-1,816 Reduced 8.68%	19,098 $958,000
Q4 2024 Feb 13, 2025	BUY	$53.38 - $60.64 $2,028 - $2,304	38 Added 0.18%	20,914 $1.14 Million
Q3 2024 Nov 14, 2024	BUY	$51.3 - $59.04 $263,733 - $303,524	5,141 Added 32.67%	20,876 $1.15 Million
Q2 2024 Aug 13, 2024	BUY	$51.57 - $56.54 $273,785 - $300,170	5,309 Added 50.92%	15,735 $824,000
Q1 2024 May 13, 2024	SELL	$50.53 - $56.94 $109,296 - $123,161	-2,163 Reduced 17.18%	10,426 $593,000
Q4 2023 Feb 12, 2024	SELL	$45.09 - $55.21 $424,883 - $520,243	-9,423 Reduced 42.81%	12,589 $681,000
Q3 2023 Nov 13, 2023	BUY	$45.54 - $50.67 $1,411 - $1,570	31 Added 0.14%	22,012 $1.06 Million
Q2 2023 Aug 14, 2023	SELL	$42.07 - $47.06 $404,713 - $452,717	-9,620 Reduced 30.44%	21,981 $1.02 Million
Q1 2023 May 12, 2023	SELL	$43.13 - $52.31 $1.58 Million - $1.92 Million	-36,718 Reduced 53.74%	31,601 $1.44 Million
Q4 2022 Feb 13, 2023	BUY	$42.21 - $50.23 $2.62 Million - $3.12 Million	62,087 Added 996.26%	68,319 $3.12 Million
Q3 2022 Nov 14, 2022	SELL	$41.2 - $51.05 $30,776 - $38,134	-747 Reduced 10.7%	6,232 $257,000
Q2 2022 Aug 15, 2022	SELL	$44.09 - $54.47 $284,468 - $351,440	-6,452 Reduced 48.04%	6,979 $310,000
Q1 2022 May 13, 2022	BUY	$50.74 - $55.63 $18,266 - $20,026	360 Added 2.75%	13,431 $723,000
Q4 2021 Feb 14, 2022	BUY	$50.26 - $56.67 $656,948 - $740,733	13,071 New	13,071 $705,000
Q1 2020 May 14, 2020	SELL	$17.26 - $33.83 $257,294 - $504,303	-14,907 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$29.25 - $34.4 $436,029 - $512,800	14,907 New	14,907 $504,000

Others Institutions Holding XSVM

# of Institutions

138

Shares Held

6.93M

Call Options Held

Put Options Held

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Stifel Financial Corp Invesco S&P Smallcap Value Wit Transaction History