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	-25,000	Closed	-$3.32M	–	2044
2023 Q2	$3.32M	Sell	25,000 -174,800	-87%	-$23M	0.03%	496
2023 Q1	$25.9M	Sell	199,800 -569,400	-74%	-$74.4M	0.21%	81
2022 Q4	$104M	Buy	+769,200	New	+$102M	0.72%	21

Other funds holding XLV

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Jefferies Financial Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 22% in Q2 2026, buying an estimated $3.99M and bringing the position to 150,963 shares worth $24M. The position accounts for 0.16% of the portfolio, ranked #126.

Jefferies Financial Group first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $34M in Q4 2022. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Jefferies Financial Group held 150,963 shares of State Street Health Care Select Sector SPDR ETF worth $24M as of Q2 2026.
Jefferies Financial Group bought 26,833 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $3.99M.
State Street Health Care Select Sector SPDR ETF made up 0.16% of Jefferies Financial Group's portfolio in Q2 2026, its #126 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 15 quarters since.
Jefferies Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $34M in Q4 2022.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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