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	$53.7M	Buy	1,001,200 +51,600	+5%	+$2.68M	0.35%	54
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 $1.81T 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 22.9% 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. 1,902 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.
1,902 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.