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Jefferies Group’s SPYD Holdings & Trades

First Buy
Q4 2022
Duration Held
13 Quarters
Largest Add
Q4 2022
+206,986 Shares
Current Position
115,056 Shares
$4.98 M Value

Jefferies Group's SPYD Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 115,056 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) worth $4.98 M, representing 0.03% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.

Based on 13F filings, Jefferies Group has maintained a strategic position in SPYD, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 53,321 shares. Largest reduction occurred in Q3 2023, reducing 100,136 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) Holding Value Over Time

Track share changes against reported price movement

Quarterly State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +8,877 Add 8.36% 115,056 $43.25
Q3 2025 -14,791 Reduce 12.23% 106,179 $44.00
Q2 2025 +13,809 Add 12.89% 120,970 $42.44
Q1 2025 +53,321 Add 99.04% 107,161 $44.26
Q4 2024 +602 Add 1.13% 53,840 $43.24
Q3 2024 +473 Add 0.90% 53,238 $45.65
Q2 2024 -1,579 Reduce 2.91% 52,765 $40.23
Q1 2024 -31,786 Reduce 36.90% 54,344 $40.71
Q4 2023 -24,779 Reduce 22.34% 86,130 $39.19
Q3 2023 -100,136 Reduce 47.45% 110,909 $35.07
Q2 2023 +317 Add 0.15% 211,045 $37.08
Q1 2023 +3,742 Add 1.81% 210,728 $38.00
Q4 2022 +206,986 New Buy 206,986 $39.58

Jefferies Group's State Street SPDR Portfolio S&P 500 High Dividend ETF Investment FAQs

Jefferies Group first purchased State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2022, acquiring 206,986 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 Portfolio S&P 500 High Dividend ETF (SPYD) for 13 quarters since Q4 2022.

Jefferies Group's largest addition to State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) was in Q4 2022, adding 206,986 shares worth $8.19 M.

According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 115,056 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD), valued at approximately $4.98 M.

As of the Q4 2025 filing, State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) represents approximately 0.03% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) was 211,045 shares, as reported at the end of Q2 2023.