Jefferies Group's XLU Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 74,893 shares of State Street Utilities Select Sector SPDR ETF (XLU) worth $3.2 M, representing 0.02% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in XLU, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2018, adding 1.57 M shares. Largest reduction occurred in Q4 2018, reducing 1.59 M shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's State Street Utilities Select Sector SPDR ETF (XLU) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Utilities Select Sector SPDR ETF (XLU) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +74,893 | New Buy | 74,893 | $42.69 |
| Q3 2025 | -10,168 | Sold Out | 0 | $0.00 |
| Q2 2025 | -6,075 | Reduce 37.40% | 10,168 | $81.66 |
| Q1 2025 | -18,161 | Reduce 52.79% | 16,243 | $78.85 |
| Q4 2024 | +21,408 | Add 164.73% | 34,404 | $75.69 |
| Q3 2024 | -4,911 | Reduce 27.43% | 12,996 | $80.78 |
| Q2 2024 | +17,907 | New Buy | 17,907 | $68.14 |
| Q1 2024 | -1,614 | Sold Out | 0 | $0.00 |
| Q4 2023 | +1,614 | New Buy | 1,614 | $63.33 |
| Q3 2023 | -5,936 | Sold Out | 0 | $0.00 |
| Q2 2023 | +5,936 | New Buy | 5,936 | $65.44 |
| Q1 2023 | -20,648 | Sold Out | 0 | $0.00 |
| Q4 2022 | +20,648 | New Buy | 20,648 | $70.50 |
| Q4 2018 | -1.59 M | Sold Out | 0 | $0.00 |
| Q3 2018 | +505,995 | Add 46.56% | 1.59 M | $52.65 |
| Q2 2018 | -478,883 | Reduce 30.58% | 1.09 M | $51.96 |
| Q1 2018 | +1.57 M | New Buy | 1.57 M | $50.53 |
| Q3 2017 | -122,502 | Sold Out | 0 | $0.00 |
| Q2 2017 | +75,794 | Add 162.27% | 122,502 | $51.96 |
| Q1 2017 | +46,708 | New Buy | 46,708 | $51.32 |
| Q4 2016 | -132,771 | Sold Out | 0 | $0.00 |
| Q3 2016 | +60,694 | Add 84.21% | 132,771 | $48.39 |
| Q2 2016 | +72,077 | New Buy | 72,077 | $52.47 |
Jefferies Group's State Street Utilities Select Sector SPDR ETF Investment FAQs
Jefferies Group first purchased State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2016, acquiring 72,077 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 Utilities Select Sector SPDR ETF (XLU) for 23 quarters since Q2 2016.
Jefferies Group's largest addition to State Street Utilities Select Sector SPDR ETF (XLU) was in Q1 2018, adding 1,565,746 shares worth $79.12 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 74,893 shares of State Street Utilities Select Sector SPDR ETF (XLU), valued at approximately $3.2 M.
As of the Q4 2025 filing, State Street Utilities Select Sector SPDR ETF (XLU) represents approximately 0.02% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in State Street Utilities Select Sector SPDR ETF (XLU) was 1,592,858 shares, as reported at the end of Q3 2018.