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
2023 Q3	–	Sell	-96,000	Closed	-$12.7M	–	2043
2023 Q2	$12.7M	Sell	96,000 -415,900	-81%	-$54.8M	0.11%	164
2023 Q1	$66.3M	Buy	511,900 +236,800	+86%	+$30.9M	0.54%	26
2022 Q4	$37.4M	Buy	+275,100	New	+$36.5M	0.26%	58

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Jefferies Financial Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 941% in Q1 2026, buying an estimated $17.3M and bringing the position to 124,130 shares worth $18.2M. The position accounts for 0.12% of the portfolio, ranked #136.

Jefferies Financial Group first reported a position in XLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $34M in Q4 2022. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Jefferies Financial Group held 124,130 shares of State Street Health Care Select Sector SPDR ETF worth $18.2M as of Q1 2026.
Jefferies Financial Group bought 112,206 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $17.3M.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Jefferies Financial Group's portfolio in Q1 2026, its #136 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 14 quarters since.
Jefferies Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $34M in Q4 2022.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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