Jefferies Group's XLI Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 158,359 shares of State Street Industrial Select Sector SPDR ETF (XLI) worth $24.42 M, representing 0.12% 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 XLI, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 105,006 shares. Largest reduction occurred in Q4 2024, reducing 223,864 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's State Street Industrial Select Sector SPDR ETF (XLI) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Industrial Select Sector SPDR ETF (XLI) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +30,307 | New Buy | 30,307 | $98.22 |
| Q1 2023 | -1,121 | Reduce 3.70% | 29,186 | $101.18 |
| Q2 2023 | +26,391 | Add 90.42% | 55,577 | $107.32 |
| Q3 2023 | +13,878 | Add 24.97% | 69,455 | $101.38 |
| Q4 2023 | +31,997 | Add 46.07% | 101,452 | $113.99 |
| Q1 2024 | +102,925 | Add 101.45% | 204,377 | $125.96 |
| Q2 2024 | +60,017 | Add 29.37% | 264,394 | $121.87 |
| Q3 2024 | +15,072 | Add 5.70% | 279,466 | $135.44 |
| Q4 2024 | -223,864 | Reduce 80.10% | 55,602 | $131.76 |
| Q1 2025 | +836 | Add 1.50% | 56,438 | $131.07 |
| Q2 2025 | -3,085 | Reduce 5.47% | 53,353 | $147.52 |
| Q3 2025 | +105,006 | Add 196.81% | 158,359 | $154.23 |
Jefferies Group's State Street Industrial Select Sector SPDR ETF Investment FAQs
Jefferies Group first purchased State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2022, acquiring 30,307 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 Industrial Select Sector SPDR ETF (XLI) for 12 quarters since Q4 2022.
Jefferies Group's largest addition to State Street Industrial Select Sector SPDR ETF (XLI) was in Q3 2025, adding 158,359 shares worth $24.42 M.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 158,359 shares of State Street Industrial Select Sector SPDR ETF (XLI), valued at approximately $24.42 M.
As of the Q3 2025 filing, State Street Industrial Select Sector SPDR ETF (XLI) represents approximately 0.12% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in State Street Industrial Select Sector SPDR ETF (XLI) was 279,466 shares, as reported at the end of Q3 2024.