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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-23,100	Closed	-$3.41M	–	1722
2025 Q2	$3.41M	Buy	+23,100	New	+$3.15M	0.03%	394
2023 Q4	–	Sell	-50,000	Closed	-$5.07M	–	2035
2023 Q3	$5.07M	Sell	50,000 -20,000	-29%	-$2.14M	0.05%	336
2023 Q2	$7.51M	Buy	+70,000	New	+$7.05M	0.07%	262
2023 Q1	–	Sell	-1,495,000	Closed	-$147M	–	2042
2022 Q4	$147M	Buy	+1,495,000	New	+$142M	1.02%	16

Other funds holding XLI

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Jefferies Financial Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.4% in Q2 2026, buying an estimated $1.41M and bringing the position to 118,356 shares worth $21.9M. The position accounts for 0.14% of the portfolio, ranked #133.

Jefferies Financial Group first reported a position in XLI in Q4 2022 and has held it in 15 quarters since. The position peaked at $37.9M in Q3 2024. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Jefferies Financial Group held 118,356 shares of State Street Industrial Select Sector SPDR ETF worth $21.9M as of Q2 2026.
Jefferies Financial Group bought 8,131 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.41M.
State Street Industrial Select Sector SPDR ETF made up 0.14% of Jefferies Financial Group's portfolio in Q2 2026, its #133 holding.
Jefferies Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Jefferies Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $37.9M in Q3 2024.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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