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 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Jefferies Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.5% in Q2 2026, buying an estimated $1.01M and bringing the position to 225,375 shares worth $12M. The position accounts for 0.08% of the portfolio, ranked #218.

Jefferies Financial Group first reported a position in XLE in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.3M in Q1 2024. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Jefferies Financial Group held 225,375 shares of State Street Energy Select Sector SPDR ETF worth $12M as of Q2 2026.
Jefferies Financial Group bought 17,723 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.01M.
State Street Energy Select Sector SPDR ETF made up 0.08% of Jefferies Financial Group's portfolio in Q2 2026, its #218 holding.
Jefferies Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Jefferies Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $21.3M in Q1 2024.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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