Jefferies Financial Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.5M	Sell	176,496 -49,980	-22%	-$4.21M	0.1%	166
2025 Q4	$17.6M	Buy	226,476 +220,470	+3,671%	+$17.2M	0.09%	210
2025 Q3	$471K	Buy	+6,006	New	+$485K	﹤0.01%	1098
2025 Q2	–	Sell	-55,723	Closed	-$4.55M	–	1874
2025 Q1	$4.55M	Buy	55,723 +3,825	+7%	+$305K	0.04%	320
2024 Q4	$4.08M	Sell	51,898 -5,934	-10%	-$482K	0.02%	433
2024 Q3	$4.8M	Buy	+57,832	New	+$4.64M	0.03%	327
2023 Q4	–	Sell	-773	Closed	-$53.2K	–	2036
2023 Q3	$53.2K	Sell	773 -3,232	-81%	-$237K	﹤0.01%	1506
2023 Q2	$297K	Sell	4,005 -5,595	-58%	-$420K	﹤0.01%	1326
2023 Q1	$717K	Sell	9,600 -5,577	-37%	-$408K	0.01%	994
2022 Q4	$1.13M	Buy	+15,177	New	+$1.11M	0.01%	830

Other funds holding XLP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Jefferies Financial Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 22% in Q1 2026, selling an estimated $4.21M and leaving 176,496 shares worth $14.5M. The position accounts for 0.1% of the portfolio, ranked #166.

Jefferies Financial Group first reported a position in XLP in Q4 2022 and has held it in 10 quarters since. The position peaked at $17.6M in Q4 2025. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Jefferies Financial Group held 176,496 shares of State Street Consumer Staples Select Sector SPDR ETF worth $14.5M as of Q1 2026.
Jefferies Financial Group sold 49,980 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $4.21M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.1% of Jefferies Financial Group's portfolio in Q1 2026, its #166 holding.
Jefferies Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and has held it in 10 quarters since.
Jefferies Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $17.6M in Q4 2025.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

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