XLI — SELECT SECTOR SPDR TR

Ownership history in Jefferies Financial Group Inc.  ·  41 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported SELECT SECTOR SPDR TR (XLI) in 41 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.34% in 2024 Q2. The latest visible filing shows XLI at 0.08% 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 XLI 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

XLI was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% 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 Q4 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.

XLI stock page Jefferies Financial Group Inc. fund profile Jefferies Financial Group Inc. full holdings
How Jefferies Financial Group Inc. held XLI — position size vs. price
% of Fund (quarterly)    XLI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 12 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 103,301 +83,301 +416.5% 0.08% $16.0M 2026-02-14 (Est.) $173.68
2025 Q3 REDUCED 20,000 -138,359 -87.4% 0.01% $3.1M 2025-11-13 $151.06
2025 Q3 ADDED 158,359 +135,259 +585.5% 0.12% $24.4M 2025-11-13 $151.06
2025 Q2 REDUCED 23,100 -30,253 -56.7% 0.03% $3.4M 2025-08-12 $150.34
2025 Q2 REDUCED 53,353 -3,085 -5.5% 0.07% $7.9M 2025-08-12 $150.34
2025 Q1 ADDED 56,438 +836 +1.5% 0.07% $7.4M 2025-05-08 $134.19
2024 Q4 REDUCED 55,602 -223,864 -80.1% 0.04% $7.3M 2025-02-14 $135.31
2024 Q3 ADDED 279,466 +15,072 +5.7% 0.27% $37.9M 2024-11-14 $136.89
2024 Q2 ADDED 264,394 +60,017 +29.4% 0.34% $32.2M 2024-08-13 $121.90
2024 Q1 ADDED 204,377 +102,925 +101.5% 0.24% $25.7M 2024-05-13 $121.68
2023 Q4 ADDED 101,452 +20,952 +26.0% 0.08% $11.6M 2024-02-14 $114.24
2023 Q4 ADDED 80,500 +11,045 +15.9% 0.06% $9.2M 2024-02-14 $114.24
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLI

As of 2026 Q1 — sorted by position size

Fulcrum Equity Management 3Y 7Y 1.37% Financial Insights, Inc. 3Y 7Y 0.36% First Financial Bank - Trust Division 3Y 7Y 0.26% CX Institutional 3Y 7Y 0.17% Byrne Asset Management LLC 3Y 0.14% ADIRONDACK TRUST CO 3Y 7Y 0.1% Rise Advisors, LLC 3Y 0.1% NEVILLE RODIE & SHAW INC 3Y 7Y 0.1% WASHINGTON TRUST Co 3Y 7Y 0.02% Global Wealth Strategies & Associates 3Y 0.02%

FAQ About Jefferies Financial Group Inc. and XLI

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 XLI?

Jefferies Financial Group Inc. reported XLI across 12 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for XLI was 0.34% in 2024 Q2.

What is the latest reported XLI position on this page?

The most recent filing on this page is 2025 Q4, when Jefferies Financial Group Inc. reported 103,301 shares, equal to 0.08% of portfolio, with an estimated market value of $16.0M.

What does the chart on this XLI ownership page compare?

The chart compares Jefferies Financial Group Inc.'s quarterly XLI 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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