Jefferies Financial Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-54,049	Closed	-$2.35M	–	1910
2026 Q2	$2.45M	Buy	54,049 +7,087	+15%	+$321K	0.02%	620
2026 Q1	$2.16M	Sell	46,962 -27,931	-37%	-$1.25M	0.01%	617
2025 Q4	$3.2M	Buy	+74,893	New	+$3.32M	0.02%	622
2025 Q3	–	Sell	-20,336	Closed	-$830K	–	1723
2025 Q2	$830K	Sell	20,336 -12,150	-37%	-$484K	0.01%	782
2025 Q1	$1.28M	Sell	32,486 -36,322	-53%	-$1.42M	0.01%	719
2024 Q4	$2.6M	Buy	68,808 +42,816	+165%	+$1.7M	0.02%	576
2024 Q3	$1.05M	Sell	25,992 -9,822	-27%	-$364K	0.01%	772
2024 Q2	$1.22M	Buy	+35,814	New	+$1.23M	0.01%	684
2024 Q1	–	Sell	-3,228	Closed	-$102K	–	2096
2023 Q4	$102K	Buy	+3,228	New	+$98.7K	﹤0.01%	1545
2023 Q3	–	Sell	-11,872	Closed	-$388K	–	2041
2023 Q2	$388K	Buy	+11,872	New	+$400K	﹤0.01%	1259
2023 Q1	–	Sell	-41,296	Closed	-$1.46M	–	2045
2022 Q4	$1.46M	Buy	+41,296	New	+$1.4M	0.01%	768
2018 Q4	–	Sell	-3,185,716	Closed	-$83.9M	–	65
2018 Q3	$83.9M	Buy	3,185,716 +1,011,990	+47%	+$26.9M	6.84%	3
2018 Q2	$56.5M	Sell	2,173,726 -957,766	-31%	-$24.1M	4.34%	4
2018 Q1	$79.1M	Buy	+3,131,492	New	+$78.2M	5.6%	2
2017 Q3	–	Sell	-245,004	Closed	-$6.36M	–	112
2017 Q2	$6.36M	Buy	245,004 +151,588	+162%	+$3.98M	0.55%	17
2017 Q1	$2.4M	Buy	+93,416	New	+$2.33M	0.2%	29
2016 Q4	–	Sell	-265,542	Closed	-$6.42M	–	34
2016 Q3	$6.42M	Buy	265,542 +121,388	+84%	+$3.08M	0.53%	19
2016 Q2	$3.78M	Buy	+144,154	New	+$3.55M	0.44%	16

Other funds holding XLU

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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Jefferies Financial Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026, closing a stake of 54,049 shares — an estimated $2.35M sold.

Jefferies Financial Group first reported a position in XLU in Q2 2016 and held it in 18 quarters. The position peaked at $83.9M in Q3 2018. 1,014 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Jefferies Financial Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Jefferies Financial Group sold 54,049 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $2.35M.
Jefferies Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2016 and held it in 18 quarters.
Jefferies Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $83.9M in Q3 2018.
1,014 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

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