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 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 $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Jefferies Financial Group's XLE Position: Q1 2026 in Review

Jefferies Financial Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 52% in Q1 2026, selling an estimated $12M and leaving 207,652 shares worth $12.7M. The position accounts for 0.09% of the portfolio, ranked #182.

Jefferies Financial Group first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. The position peaked at $21.3M in Q1 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Jefferies Financial Group held 207,652 shares of State Street Energy Select Sector SPDR ETF worth $12.7M as of Q1 2026.
Jefferies Financial Group sold 223,353 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $12M.
State Street Energy Select Sector SPDR ETF made up 0.09% of Jefferies Financial Group's portfolio in Q1 2026, its #182 holding.
Jefferies Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Jefferies Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $21.3M in Q1 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.