Jefferies Group's XLV Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 1,664 shares of State Street Health Care Select Sector SPDR ETF (XLV) worth $231,541, representing 0.00% 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 XLV, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 102,537 shares. Largest reduction occurred in Q1 2023, reducing 240,382 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's State Street Health Care Select Sector SPDR ETF (XLV) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Health Care Select Sector SPDR ETF (XLV) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +250,432 | New Buy | 250,432 | $135.85 |
| Q1 2023 | -240,382 | Reduce 95.99% | 10,050 | $129.46 |
| Q2 2023 | +3,004 | Add 29.89% | 13,054 | $132.73 |
| Q3 2023 | +14,902 | Add 114.16% | 27,956 | $128.74 |
| Q4 2023 | -517 | Reduce 1.85% | 27,439 | $136.38 |
| Q1 2024 | +102,537 | Add 373.69% | 129,976 | $147.73 |
| Q2 2024 | +22,816 | Add 17.55% | 152,792 | $145.75 |
| Q3 2024 | -97,172 | Reduce 63.60% | 55,620 | $154.02 |
| Q4 2024 | -24,751 | Reduce 44.50% | 30,869 | $137.57 |
| Q1 2025 | -21,577 | Reduce 69.90% | 9,292 | $146.02 |
| Q2 2025 | -3,428 | Reduce 36.89% | 5,864 | $134.79 |
| Q3 2025 | -4,200 | Reduce 71.62% | 1,664 | $139.15 |
Jefferies Group's State Street Health Care Select Sector SPDR ETF Investment FAQs
Jefferies Group first purchased State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2022, acquiring 250,432 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 Health Care Select Sector SPDR ETF (XLV) for 12 quarters since Q4 2022.
Jefferies Group's largest addition to State Street Health Care Select Sector SPDR ETF (XLV) was in Q4 2022, adding 250,432 shares worth $34.02 M.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 1,664 shares of State Street Health Care Select Sector SPDR ETF (XLV), valued at approximately $231,541.
As of the Q3 2025 filing, State Street Health Care Select Sector SPDR ETF (XLV) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in State Street Health Care Select Sector SPDR ETF (XLV) was 250,432 shares, as reported at the end of Q4 2022.