Stifel Financial Corp Spdr Ser Tr Spdr S&P Pharmaceu Transaction History

Stifel Financial Corp

$93.7 Billion
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$39.24 - $45.31 $298,498 - $344,673	7,607 New	7,607 $337,000
Q1 2024 May 13, 2024	SELL	$41.38 - $45.49 $80,691 - $88,705	-1,950 Reduced 18.04%	8,860 $382,000
Q4 2023 Feb 12, 2024	BUY	$35.2 - $41.92 $380,512 - $453,155	10,810 New	10,810 $449,000
Q2 2023 Aug 14, 2023	SELL	$39.1 - $42.57 $604,016 - $657,621	-15,448 Reduced 71.5%	6,159 $252,000
Q1 2023 May 12, 2023	SELL	$39.61 - $44.25 $15,051 - $16,815	-380 Reduced 1.73%	21,607 $886,000
Q4 2022 Feb 13, 2023	BUY	$40.06 - $43.59 $880,799 - $958,413	21,987 New	21,987 $900,000
Q1 2022 May 13, 2022	SELL	$41.55 - $46.61 $696,253 - $781,043	-16,757 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$43.72 - $52.45 $306,302 - $367,464	-7,006 Reduced 29.48%	16,757 $773,000
Q3 2021 Nov 15, 2021	BUY	$46.51 - $53.1 $32,650 - $37,276	702 Added 3.04%	23,763 $1.13 Million
Q2 2021 Aug 13, 2021	BUY	$48.16 - $53.09 $35,927 - $39,605	746 Added 3.34%	23,061 $1.19 Million
Q1 2021 May 14, 2021	SELL	$49.44 - $56.01 $107,482 - $121,765	-2,174 Reduced 8.88%	22,315 $1.12 Million
Q4 2020 Feb 12, 2021	BUY	$43.42 - $52.06 $16,325 - $19,574	376 Added 1.56%	24,489 $1.28 Million
Q3 2020 Nov 16, 2020	BUY	$42.46 - $45.34 $488,077 - $521,183	11,495 Added 91.1%	24,113 $1.05 Million
Q2 2020 Aug 14, 2020	BUY	$34.56 - $44.18 $436,078 - $557,463	12,618 New	12,618 $542,000

Others Institutions Holding XPH

# of Institutions

79

Shares Held

1.72M

Call Options Held

18.1K

Put Options Held

33K

Morgan Stanley New York, NY

613K
Shares

$27.5 Million
0.0% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

265K
Shares

$11.9 Million
0.24% of portfolio
Bank Of America Corp Charlotte, NC

257K
Shares

$11.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

128K
Shares

$5.76 Million
0.0% of portfolio
First Citizens Bank & Trust CO

128K
Shares

$5.73 Million
0.09% of portfolio

About SPDR SER TR SPDR S&P PHARMACEU

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