JFG
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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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Jefferies Financial Group reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 56% in Q1 2026, selling an estimated $1.38M and leaving 25,758 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #910.

Jefferies Financial Group first reported a position in XLRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.24M in Q4 2023. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Jefferies Financial Group held 25,758 shares of State Street Real Estate Select Sector SPDR ETF worth $1.05M as of Q1 2026.
  • Jefferies Financial Group sold 33,018 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $1.38M.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #910 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 10 quarters since.
  • Jefferies Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $3.24M in Q4 2023.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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