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 Q2	–	Sell	-13,200	Closed	-$1.44M	–	2096
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 $1.55T 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Jefferies Financial Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 16% in Q2 2026, selling an estimated $104K and leaving 4,736 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Jefferies Financial Group first reported a position in XLY in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.68M in Q4 2022. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Jefferies Financial Group held 4,736 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $555K as of Q2 2026.
Jefferies Financial Group sold 894 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $104K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1225 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 8 quarters since.
Jefferies Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.68M in Q4 2022.
1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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