Jefferies Group’s XLK Holdings & Trades

First Buy
Q4 2022
Duration Held
12 Quarters
Largest Add
Q4 2023
+27,924 Shares
Current Position
51,241 Shares
$14.44 M Value

Jefferies Group's XLK Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 51,241 shares of State Street Technology Select Sector SPDR ETF (XLK) worth $14.44 M, representing 0.07% 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 XLK, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 27,924 shares. Largest reduction occurred in Q1 2024, reducing 10,820 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's State Street Technology Select Sector SPDR ETF (XLK) Holding Value Over Time

Track share changes against reported price movement

Quarterly State Street Technology Select Sector SPDR ETF (XLK) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2022 +10,213 New Buy 10,213 $124.44
Q1 2023 +300 Add 2.94% 10,513 $151.01
Q2 2023 -1,350 Reduce 12.84% 9,163 $173.86
Q3 2023 +8,721 Add 95.18% 17,884 $163.93
Q4 2023 +27,924 Add 156.14% 45,808 $192.48
Q1 2024 -10,820 Reduce 23.62% 34,988 $208.27
Q2 2024 +2,516 Add 7.19% 37,504 $226.23
Q3 2024 +3,394 Add 9.05% 40,898 $225.76
Q4 2024 -1,099 Reduce 2.69% 39,799 $232.52
Q1 2025 +2,538 Add 6.38% 42,337 $206.48
Q2 2025 +2,140 Add 5.05% 44,477 $253.23
Q3 2025 +6,764 Add 15.21% 51,241 $281.86

Jefferies Group's State Street Technology Select Sector SPDR ETF Investment FAQs

Jefferies Group first purchased State Street Technology Select Sector SPDR ETF (XLK) in Q4 2022, acquiring 10,213 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 Technology Select Sector SPDR ETF (XLK) for 12 quarters since Q4 2022.

Jefferies Group's largest addition to State Street Technology Select Sector SPDR ETF (XLK) was in Q4 2023, adding 45,808 shares worth $8.82 M.

According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 51,241 shares of State Street Technology Select Sector SPDR ETF (XLK), valued at approximately $14.44 M.

As of the Q3 2025 filing, State Street Technology Select Sector SPDR ETF (XLK) represents approximately 0.07% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in State Street Technology Select Sector SPDR ETF (XLK) was 51,241 shares, as reported at the end of Q3 2025.