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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.74M	Sell	125,789 -17,602	-12%	-$915K	0.04%	329
2026 Q1	$7.08M	Sell	143,391 -4,929	-3%	-$257K	0.05%	266
2025 Q4	$8.12M	Sell	148,320 -25,194	-15%	-$1.34M	0.04%	376
2025 Q3	$9.35M	Buy	173,514 +41,880	+32%	+$2.22M	0.04%	251
2025 Q2	$6.89M	Buy	131,634 +6,015	+5%	+$298K	0.06%	225
2025 Q1	$6.26M	Buy	125,619 +23,168	+23%	+$1.16M	0.06%	238
2024 Q4	$4.95M	Buy	102,451 +8,440	+9%	+$408K	0.03%	368
2024 Q3	$4.26M	Buy	94,011 +22,128	+31%	+$966K	0.03%	352
2024 Q2	$2.96M	Buy	71,883 +41,600	+137%	+$1.71M	0.03%	434
2024 Q1	$1.28M	Sell	30,283 -214,999	-88%	-$8.49M	0.01%	734
2023 Q4	$9.22M	Buy	245,282 +81,026	+49%	+$2.81M	0.06%	242
2023 Q3	$5.45M	Buy	164,256 +150,674	+1,109%	+$5.19M	0.05%	314
2023 Q2	$458K	Buy	13,582 +598	+5%	+$19.5K	﹤0.01%	1205
2023 Q1	$417K	Sell	12,984 -49,433	-79%	-$1.72M	﹤0.01%	1140
2022 Q4	$2.13M	Buy	+62,417	New	+$2.11M	0.01%	631

Other funds holding XLF

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Jefferies Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q2 2026, selling an estimated $915K and leaving 125,789 shares worth $6.74M. The position accounts for 0.04% of the portfolio, ranked #329.

Jefferies Financial Group first reported a position in XLF in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.35M in Q3 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Jefferies Financial Group held 125,789 shares of State Street Financial Select Sector SPDR ETF worth $6.74M as of Q2 2026.
Jefferies Financial Group sold 17,602 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $915K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Jefferies Financial Group's portfolio in Q2 2026, its #329 holding.
Jefferies Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Jefferies Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $9.35M in Q3 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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