Jefferies Financial Group
XLV icon

Jefferies Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Jefferies Financial Group’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.8M Sell
70,000
-80,963
-54% -$13.5M 0.09% 180
2026
Q2 		$24M Buy
150,963
+26,833
+22% +$3.99M 0.16% 126
2026
Q1 		$18.2M Buy
124,130
+112,206
+941% +$17.3M 0.12% 136
2025
Q4 		$1.85M Buy
11,924
+10,260
+617% +$1.54M 0.01% 842
2025
Q3 		$232K Sell
1,664
-4,200
-72% -$568K ﹤0.01% 1249
2025
Q2 		$790K Sell
5,864
-3,428
-37% -$463K 0.01% 794
2025
Q1 		$1.36M Sell
9,292
-21,577
-70% -$3.13M 0.01% 700
2024
Q4 		$4.25M Sell
30,869
-24,751
-45% -$3.62M 0.03% 417
2024
Q3 		$8.57M Sell
55,620
-97,172
-64% -$14.7M 0.06% 204
2024
Q2 		$22.3M Buy
152,792
+22,816
+18% +$3.27M 0.24% 68
2024
Q1 		$19.2M Buy
129,976
+102,537
+374% +$14.7M 0.18% 93
2023
Q4 		$3.74M Sell
27,439
-517
-2% -$67.3K 0.02% 485
2023
Q3 		$3.6M Buy
27,956
+14,902
+114% +$1.98M 0.03% 435
2023
Q2 		$1.73M Buy
13,054
+3,004
+30% +$396K 0.02% 706
2023
Q1 		$1.3M Sell
10,050
-240,382
-96% -$31.4M 0.01% 796
2022
Q4 		$34M Buy
+250,432
New +$33.2M 0.24% 70

Other funds holding XLV

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Jefferies Financial Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 54% in Q3 2026, selling an estimated $13.5M and leaving 70,000 shares worth $11.8M. The position accounts for 0.09% of the portfolio, ranked #180.

Jefferies Financial Group first reported a position in XLV in Q4 2022 and has held it in 16 quarters since. The position peaked at $34M in Q4 2022. 1,732 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • Jefferies Financial Group held 70,000 shares of State Street Health Care Select Sector SPDR ETF worth $11.8M as of Q3 2026.
  • Jefferies Financial Group sold 80,963 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $13.5M.
  • State Street Health Care Select Sector SPDR ETF made up 0.09% of Jefferies Financial Group's portfolio in Q3 2026, its #180 holding.
  • Jefferies Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
  • Jefferies Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $34M in Q4 2022.
  • 1,732 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

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