Jefferies Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$36.8M	Buy	598,300 +340,000	+132%	+$20.6M	0.27%	70
2026 Q2	$13.7M	Sell	258,300 -2,310,400	-90%	-$132M	0.09%	196
2026 Q1	$157M	Sell	2,568,700 -703,700	-22%	-$37.7M	1.08%	9
2025 Q4	$146M	Sell	3,272,400 -837,600	-20%	-$37.3M	0.75%	18
2025 Q3	$184M	Buy	4,110,000 +2,995,000	+269%	+$131M	0.87%	15
2025 Q2	$47.3M	Buy	+1,115,000	New	+$46.4M	0.4%	41
2025 Q1	–	Sell	-85,000	Closed	-$3.64M	–	2056
2024 Q4	$3.64M	Sell	85,000 -665,000	-89%	-$30.2M	0.02%	463
2024 Q3	$32.9M	Sell	750,000 -1,962,800	-72%	-$87.7M	0.24%	53
2024 Q2	$124M	Buy	2,712,800 +2,412,800	+804%	+$112M	1.31%	9
2024 Q1	$14.2M	Sell	300,000 -581,000	-66%	-$25M	0.13%	119
2023 Q4	$36.9M	Buy	881,000 +121,000	+16%	+$5.17M	0.24%	60
2023 Q3	$34.3M	Sell	760,000 -232,400	-23%	-$10.2M	0.31%	44
2023 Q2	$40.3M	Sell	992,400 -1,007,600	-50%	-$41M	0.36%	47
2023 Q1	$82.8M	Sell	2,000,000 -1,809,600	-48%	-$77.4M	0.67%	18
2022 Q4	$167M	Buy	+3,809,600	New	+$166M	1.15%	14

Other funds holding XLE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Jefferies Financial Group's XLE Position: Q3 2026 in Review

Jefferies Financial Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 89% in Q3 2026, selling an estimated $12.1M and leaving 24,989 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #649.

Jefferies Financial Group first reported a position in XLE in Q4 2022 and has held it in 16 quarters since. The position peaked at $21.3M in Q1 2024. 1,864 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Jefferies Financial Group held 24,989 shares of State Street Energy Select Sector SPDR ETF worth $1.54M as of Q3 2026.
Jefferies Financial Group sold 200,386 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $12.1M.
State Street Energy Select Sector SPDR ETF made up 0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #649 holding.
Jefferies Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
Jefferies Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $21.3M in Q1 2024.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.