Jefferies Group's KBE Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 16,653 shares of State Street SPDR S&P Bank ETF (KBE) worth $1.01 M, representing 0.01% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in KBE, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 242,783 shares. Largest reduction occurred in Q1 2025, reducing 217,783 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's State Street SPDR S&P Bank ETF (KBE) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street SPDR S&P Bank ETF (KBE) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +14,168 | Add 570.14% | 16,653 | $60.69 |
| Q3 2025 | -16,460 | Reduce 86.88% | 2,485 | $59.42 |
| Q2 2025 | -6,055 | Reduce 24.22% | 18,945 | $55.76 |
| Q1 2025 | -217,783 | Reduce 89.70% | 25,000 | $52.96 |
| Q4 2024 | +242,783 | New Buy | 242,783 | $55.47 |
| Q1 2024 | -13,022 | Sold Out | 0 | $0.00 |
| Q4 2023 | +13,022 | New Buy | 13,022 | $46.02 |
| Q2 2023 | -418 | Sold Out | 0 | $0.00 |
| Q1 2023 | +418 | New Buy | 418 | $37.07 |
Jefferies Group's State Street SPDR S&P Bank ETF Investment FAQs
Jefferies Group first purchased State Street SPDR S&P Bank ETF (KBE) in Q1 2023, acquiring 418 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held State Street SPDR S&P Bank ETF (KBE) for 9 quarters since Q1 2023.
Jefferies Group's largest addition to State Street SPDR S&P Bank ETF (KBE) was in Q4 2024, adding 242,783 shares worth $13.47 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 16,653 shares of State Street SPDR S&P Bank ETF (KBE), valued at approximately $1.01 M.
As of the Q4 2025 filing, State Street SPDR S&P Bank ETF (KBE) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in State Street SPDR S&P Bank ETF (KBE) was 242,783 shares, as reported at the end of Q4 2024.