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 $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 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

MMH

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

Jefferies Financial Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.7% in Q1 2026, buying an estimated $1.16M and bringing the position to 110,225 shares worth $17.8M. The position accounts for 0.12% of the portfolio, ranked #138.

Jefferies Financial Group first reported a position in XLI in Q4 2022 and has held it in 14 quarters since. The position peaked at $37.9M in Q3 2024. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Jefferies Financial Group held 110,225 shares of State Street Industrial Select Sector SPDR ETF worth $17.8M as of Q1 2026.
Jefferies Financial Group bought 6,924 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.16M.
State Street Industrial Select Sector SPDR ETF made up 0.12% of Jefferies Financial Group's portfolio in Q1 2026, its #138 holding.
Jefferies Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Jefferies Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $37.9M in Q3 2024.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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