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JFG
Jefferies Financial Group’s
State Street Technology Select Sector SPDR ETF
XLK
Stock Holding History
Jefferies Financial Group’s Portfolio
XLK Stock Details
XLK Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$16.2M
Buy
121,996
+16,217
+15%
+$2.29M
0.2%
152
2025
Q4
$15.2M
Buy
105,779
+3,297
+3%
+$476K
0.12%
241
2025
Q3
$14.4M
Buy
102,482
+13,528
+15%
+$1.79M
0.13%
176
2025
Q2
$11.3M
Buy
88,954
+4,280
+5%
+$475K
0.19%
153
2025
Q1
$8.74M
Buy
84,674
+5,076
+6%
+$575K
0.15%
177
2024
Q4
$9.25M
Sell
79,598
-2,198
-3%
-$256K
0.1%
236
2024
Q3
$9.23M
Buy
81,796
+6,788
+9%
+$745K
0.15%
187
2024
Q2
$8.48M
Buy
75,008
+5,032
+7%
+$530K
0.17%
182
2024
Q1
$7.29M
Sell
69,976
-21,640
-24%
-$2.19M
0.15%
215
2023
Q4
$8.82M
Buy
91,616
+55,848
+156%
+$4.97M
0.14%
252
2023
Q3
$2.93M
Buy
35,768
+17,442
+95%
+$1.5M
0.07%
492
2023
Q2
$1.59M
Sell
18,326
-2,700
-13%
-$213K
0.03%
743
2023
Q1
$1.59M
Buy
21,026
+600
+3%
+$41.3K
0.03%
733
2022
Q4
$1.27M
Buy
+20,426
New
+$1.3M
0.02%
803
Other funds holding XLK
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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