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 Q1	$46.9M	Buy	949,600 +849,600	+850%	+$44.3M	0.32%	47
2025 Q4	$5.48M	Sell	100,000 -164,100	-62%	-$8.74M	0.03%	468
2025 Q3	$14.2M	Sell	264,100 -1,061,300	-80%	-$56.2M	0.07%	181
2025 Q2	$69.4M	Buy	1,325,400 +1,309,200	+8,081%	+$64.8M	0.58%	18
2025 Q1	$807K	Sell	16,200 -215,800	-93%	-$10.8M	0.01%	883
2024 Q4	$11.2M	Buy	+232,000	New	+$11.2M	0.07%	202
2024 Q2	–	Sell	-560,000	Closed	-$23.6M	–	1932
2024 Q1	$23.6M	Buy	560,000 +360,000	+180%	+$14.2M	0.22%	74
2023 Q4	$7.52M	Sell	200,000 -42,200	-17%	-$1.46M	0.05%	291
2023 Q3	$8.03M	Sell	242,200 -526,300	-68%	-$18.1M	0.07%	213
2023 Q2	$25.9M	Sell	768,500 -860,800	-53%	-$28.1M	0.23%	76
2023 Q1	$52.4M	Buy	1,629,300 +1,382,100	+559%	+$48M	0.42%	40
2022 Q4	$8.45M	Buy	+247,200	New	+$8.36M	0.06%	251

Other funds holding XLF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Jefferies Financial Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.3% in Q1 2026, selling an estimated $257K and leaving 143,391 shares worth $7.08M. The position accounts for 0.05% of the portfolio, ranked #266.

Jefferies Financial Group first reported a position in XLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.35M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Jefferies Financial Group held 143,391 shares of State Street Financial Select Sector SPDR ETF worth $7.08M as of Q1 2026.
Jefferies Financial Group sold 4,929 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $257K.
State Street Financial Select Sector SPDR ETF made up 0.05% of Jefferies Financial Group's portfolio in Q1 2026, its #266 holding.
Jefferies Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Jefferies Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $9.35M in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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