Jefferies Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-22,934	Closed	-$1.01M	–	1909
2026 Q2	$1.01M	Sell	22,934 -2,824	-11%	-$124K	0.01%	964
2026 Q1	$1.05M	Sell	25,758 -33,018	-56%	-$1.38M	0.01%	910
2025 Q4	$2.37M	Buy	58,776 +53,420	+997%	+$2.2M	0.01%	738
2025 Q3	$226K	Hold	5,356	–	–	﹤0.01%	1255
2025 Q2	$222K	Sell	5,356 -18,608	-78%	-$764K	﹤0.01%	1102
2025 Q1	$1M	Buy	23,964 +18,318	+324%	+$763K	0.01%	810
2024 Q4	$230K	Sell	5,646 -32,210	-85%	-$1.39M	﹤0.01%	1350
2024 Q3	$1.69M	Sell	37,856 -5,000	-12%	-$211K	0.01%	642
2024 Q2	$1.65M	Buy	42,856 +37,500	+700%	+$1.41M	0.02%	588
2024 Q1	$212K	Sell	5,356 -75,453	-93%	-$2.93M	﹤0.01%	1327
2023 Q4	$3.24M	Buy	+80,809	New	+$2.9M	0.02%	534

Other funds holding XLRE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Jefferies Financial Group's XLRE Position: Q3 2026 in Review

Jefferies Financial Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2026, closing a stake of 22,934 shares — an estimated $1.01M sold.

Jefferies Financial Group first reported a position in XLRE in Q4 2023 and held it in 11 quarters. The position peaked at $3.24M in Q4 2023. 517 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Jefferies Financial Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Jefferies Financial Group sold 22,934 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $1.01M.
Jefferies Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and held it in 11 quarters.
Jefferies Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $3.24M in Q4 2023.
517 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.