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 Q2	$3.59M	Sell	79,200 -251,500	-76%	-$11.4M	0.02%	485
2026 Q1	$15.2M	Buy	330,700 +220,500	+200%	+$9.89M	0.1%	159
2025 Q4	$4.7M	Buy	+110,200	New	+$4.88M	0.02%	501
2025 Q3	–	Sell	-50,000	Closed	-$2.04M	–	1724
2025 Q2	$2.04M	Buy	+50,000	New	+$1.99M	0.02%	524
2024 Q4	–	Sell	-32,000	Closed	-$1.29M	–	1899
2024 Q3	$1.29M	Buy	+32,000	New	+$1.19M	0.01%	714
2023 Q3	–	Sell	-30,000	Closed	-$982K	–	2042
2023 Q2	$982K	Buy	+30,000	New	+$1.01M	0.01%	925
2023 Q1	–	Sell	-100,000	Closed	-$3.52M	–	2046
2022 Q4	$3.52M	Buy	+100,000	New	+$3.4M	0.02%	481

Other funds holding XLU

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Jefferies Financial Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 15% in Q2 2026, buying an estimated $321K and bringing the position to 54,049 shares worth $2.45M. The position accounts for 0.02% of the portfolio, ranked #620.

Jefferies Financial Group first reported a position in XLU in Q2 2016 and has held it in 18 quarters since. The position peaked at $83.9M in Q3 2018. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Jefferies Financial Group held 54,049 shares of State Street Utilities Select Sector SPDR ETF worth $2.45M as of Q2 2026.
Jefferies Financial Group bought 7,087 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $321K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #620 holding.
Jefferies Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2016 and has held it in 18 quarters since.
Jefferies Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $83.9M in Q3 2018.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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