Jefferies Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Jefferies Financial Group’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Hold	13,200	–	–	0.01%	777
2025 Q4	$1.58M	Buy	+13,200	New	+$1.57M	0.01%	900
2024 Q3	–	Sell	-11,000	Closed	-$1M	–	1811
2024 Q2	$1M	Buy	+11,000	New	+$977K	0.01%	746
2023 Q1	–	Sell	-80,000	Closed	-$5.17M	–	2049
2022 Q4	$5.17M	Buy	+80,000	New	+$5.58M	0.04%	398

Other funds holding XLY

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

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

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

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

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

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

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

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

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

Jefferies Financial Group increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 585% in Q1 2026, buying an estimated $562K and bringing the position to 5,630 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Jefferies Financial Group first reported a position in XLY in Q4 2022 and has held it in 7 quarters since. The position peaked at $3.68M in Q4 2022. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Jefferies Financial Group held 5,630 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $614K as of Q1 2026.
Jefferies Financial Group bought 4,808 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $562K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1117 holding.
Jefferies Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 7 quarters since.
Jefferies Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.68M in Q4 2022.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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