Jefferies Group's XLF Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 173,514 shares of State Street Financial Select Sector SPDR ETF (XLF) worth $9.35 M, representing 0.04% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in XLF, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 150,674 shares. Largest reduction occurred in Q1 2024, reducing 214,999 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's State Street Financial Select Sector SPDR ETF (XLF) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Financial Select Sector SPDR ETF (XLF) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +62,417 | New Buy | 62,417 | $34.20 |
| Q1 2023 | -49,433 | Reduce 79.20% | 12,984 | $32.15 |
| Q2 2023 | +598 | Add 4.61% | 13,582 | $33.71 |
| Q3 2023 | +150,674 | Add 1109.37% | 164,256 | $33.17 |
| Q4 2023 | +81,026 | Add 49.33% | 245,282 | $37.60 |
| Q1 2024 | -214,999 | Reduce 87.65% | 30,283 | $42.12 |
| Q2 2024 | +41,600 | Add 137.37% | 71,883 | $41.11 |
| Q3 2024 | +22,128 | Add 30.78% | 94,011 | $45.32 |
| Q4 2024 | +8,440 | Add 8.98% | 102,451 | $48.33 |
| Q1 2025 | +23,168 | Add 22.61% | 125,619 | $49.81 |
| Q2 2025 | +6,015 | Add 4.79% | 131,634 | $52.37 |
| Q3 2025 | +41,880 | Add 31.82% | 173,514 | $53.87 |
Jefferies Group's State Street Financial Select Sector SPDR ETF Investment FAQs
Jefferies Group first purchased State Street Financial Select Sector SPDR ETF (XLF) in Q4 2022, acquiring 62,417 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 Financial Select Sector SPDR ETF (XLF) for 12 quarters since Q4 2022.
Jefferies Group's largest addition to State Street Financial Select Sector SPDR ETF (XLF) was in Q3 2023, adding 164,256 shares worth $5.45 M.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 173,514 shares of State Street Financial Select Sector SPDR ETF (XLF), valued at approximately $9.35 M.
As of the Q3 2025 filing, State Street Financial Select Sector SPDR ETF (XLF) represents approximately 0.04% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in State Street Financial Select Sector SPDR ETF (XLF) was 245,282 shares, as reported at the end of Q4 2023.