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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Jefferies Financial Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 37% in Q1 2026, selling an estimated $1.25M and leaving 46,962 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #617.

Jefferies Financial Group first reported a position in XLU in Q2 2016 and has held it in 17 quarters since. The position peaked at $83.9M in Q3 2018. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Jefferies Financial Group held 46,962 shares of State Street Utilities Select Sector SPDR ETF worth $2.16M as of Q1 2026.
Jefferies Financial Group sold 27,931 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.25M.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #617 holding.
Jefferies Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2016 and has held it in 17 quarters since.
Jefferies Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $83.9M in Q3 2018.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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