Jefferies Financial Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Jefferies Financial Group’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-311,400	Closed	-$13.3M	–	2093
2023 Q4	$13.3M	Hold	311,400	–	–	0.09%	168
2023 Q3	$12.2M	Buy	+311,400	New	+$12.8M	0.11%	144
2023 Q1	–	Sell	-600,000	Closed	-$23.3M	–	2041
2022 Q4	$23.3M	Buy	+600,000	New	+$23M	0.16%	99

Other funds holding XLB

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jefferies Financial Group's XLB Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 400,400 shares worth $20.4M. The stake represents 0.13% of the portfolio and ranks #146 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in XLB as recently as Q1 2025.

Jefferies Financial Group first reported a position in XLB in Q3 2023 and has held it in 4 quarters since. 928 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Jefferies Financial Group held 400,400 shares of State Street Materials Select Sector SPDR ETF worth $20.4M as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new Jefferies Financial Group position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.13% of Jefferies Financial Group's portfolio in Q2 2026, its #146 holding.
Jefferies Financial Group first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2023 and has held it in 4 quarters since.
928 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.