XLE — SELECT SECTOR SPDR TR

Ownership history in Jefferies Financial Group Inc.  ·  95 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported SELECT SECTOR SPDR TR (XLE) in 95 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.31% in 2024 Q2. The latest visible filing shows XLE at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jefferies Financial Group Inc.'s position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XLE was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.31% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLE stock page Jefferies Financial Group Inc. fund profile Jefferies Financial Group Inc. full holdings
How Jefferies Financial Group Inc. held XLE — position size vs. price
% of Fund (quarterly)    XLE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 29 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,020,200 +589,195 +136.7% 0.23% $45.6M 2026-02-14 (Est.) $54.00
2025 Q4 REDUCED 431,005 -2,841,395 -86.8% 0.10% $19.3M 2026-02-14 (Est.) $54.00
2025 Q4 ADDED 3,272,400 +1,217,400 +59.2% 0.75% $146.3M 2026-02-14 (Est.) $54.00
2025 Q3 ADDED 2,055,000 +1,098,900 +114.9% 0.87% $183.6M 2025-11-13 $44.57
2025 Q3 ADDED 956,100 +886,858 +1280.8% 0.40% $85.4M 2025-11-13 $44.57
2025 Q3 REDUCED 69,242 -488,258 -87.6% 0.03% $6.2M 2025-11-13 $44.57
2025 Q2 ADDED 557,500 +204,900 +58.1% 0.40% $47.3M 2025-08-12 $41.35
2025 Q2 ADDED 352,600 +234,353 +198.2% 0.25% $29.9M 2025-08-12 $41.35
2025 Q2 ADDED 118,247 +60,568 +105.0% 0.08% $10.0M 2025-08-12 $41.35
2025 Q1 ADDED 57,679 +23,579 +69.1% 0.05% $5.4M 2025-05-08 $39.54
2025 Q1 REDUCED 34,100 -8,400 -19.8% 0.03% $3.2M 2025-05-08 $39.54
2024 Q4 REDUCED 42,500 -104,000 -71.0% 0.02% $3.6M 2025-02-14 $43.30
2024 Q4 ADDED 146,500 +64,462 +78.6% 0.08% $12.5M 2025-02-14 $43.30
2024 Q4 REDUCED 82,038 -205,962 -71.5% 0.04% $7.0M 2025-02-14 $43.30
2024 Q3 REDUCED 288,000 -87,000 -23.2% 0.18% $25.3M 2024-11-14 $45.22
2024 Q3 ADDED 375,000 +272,362 +265.4% 0.24% $32.9M 2024-11-14 $45.22
2024 Q3 ADDED 102,638 +92,638 +926.4% 0.06% $9.0M 2024-11-14 $45.22
2024 Q2 REDUCED 10,000 -142,384 -93.4% 0.01% $912K 2024-08-13 $42.07
2024 Q2 REDUCED 152,384 -1,204,016 -88.8% 0.15% $13.9M 2024-08-13 $42.07
2024 Q2 ADDED 1,356,400 +1,281,900 +1720.7% 1.31% $123.6M 2024-08-13 $42.07
2024 Q1 REDUCED 74,500 -151,418 -67.0% 0.06% $7.0M 2024-05-13 $43.89
2024 Q1 ADDED 225,918 +75,918 +50.6% 0.20% $21.3M 2024-05-13 $43.89
2024 Q1 REDUCED 150,000 -290,500 -65.9% 0.13% $14.2M 2024-05-13 $43.89
2023 Q4 REDUCED 440,500 -58,500 -11.7% 0.24% $36.9M 2024-02-14 $38.76
2023 Q4 ADDED 499,000 +252,416 +102.4% 0.27% $41.8M 2024-02-14 $38.76
2023 Q4 ADDED 246,584 +23,673 +10.6% 0.13% $20.7M 2024-02-14 $38.76
2023 Q3 REDUCED 222,911 -157,089 -41.3% 0.18% $20.1M 2023-11-14 $39.06
2023 Q3 REDUCED 380,000 -730,200 -65.8% 0.31% $34.3M 2023-11-14 $39.06
2023 Q3 ADDED 1,110,200 +1,085,660 +4424.0% 0.90% $100.4M 2023-11-14 $39.06
66 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLE

As of 2025 Q4 — sorted by position size

CABANA LLC 3Y 7Y 10.35% Main Management Fund Advisors LLC 3Y 9.87% III Capital Management 3Y 9.48% PROVIDA PENSION FUND ADMINISTRATOR 3Y 7Y 6.23% Algorithmic Investment Models, LLC 3Y 6.02% III Capital Management 3Y 6.02% Granger Management LLC 3Y 5.87% CTC Alternative Strategies, Ltd. 3Y 7Y 5.33% WealthCare Asset Management, LLC 4.59% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 4.52%

FAQ About Jefferies Financial Group Inc. and XLE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jefferies Financial Group Inc. reported owning XLE?

Jefferies Financial Group Inc. reported XLE across 29 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported XLE position in Jefferies Financial Group Inc.'s portfolio?

The largest reported portfolio weight for XLE was 1.31% in 2024 Q2.

What is the latest reported XLE position on this page?

The most recent filing on this page is 2025 Q4, when Jefferies Financial Group Inc. reported 1,020,200 shares, equal to 0.23% of portfolio, with an estimated market value of $45.6M.

What does the chart on this XLE ownership page compare?

The chart compares Jefferies Financial Group Inc.'s quarterly XLE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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