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 Q1	–	Sell	-25,000	Closed	-$1.01M	–	2267
2025 Q4	$1.01M	Buy	+25,000	New	+$1.03M	0.01%	1077

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Jefferies Financial Group reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 11% in Q2 2026, selling an estimated $124K and leaving 22,934 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #964.

Jefferies Financial Group first reported a position in XLRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.24M in Q4 2023. 804 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Jefferies Financial Group held 22,934 shares of State Street Real Estate Select Sector SPDR ETF worth $1.01M as of Q2 2026.
Jefferies Financial Group sold 2,824 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $124K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #964 holding.
Jefferies Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Jefferies Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $3.24M in Q4 2023.
804 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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