XOP SPDR SERIES TRUST

Ownership history in Jefferies Financial Group Inc.  ·  70 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported SPDR SERIES TRUST (XOP) in 70 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.25% in 2024 Q3. The latest visible filing shows XOP at 0.02% 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 XOP 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 SPDR SERIES TRUST, 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

XOP was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2024 Q3

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.

How Jefferies Financial Group Inc. held XOP — position size vs. price
% of Fund (quarterly)    XOP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 17 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 30,000 +25,101 +512.4% 0.02% $3.8M 2026-02-14 (Est.) $147.30
2025 Q4 REDUCED 4,899 -70,101 -93.5% 0.00% $619K 2026-02-14 (Est.) $147.30
2025 Q3 ADDED 75,000 +34,000 +82.9% 0.05% $9.9M 2025-11-13 $130.44
2025 Q3 ADDED 41,000 +27,949 +214.2% 0.03% $5.4M 2025-11-13 $130.44
2025 Q3 ADDED 13,051 +9,833 +305.6% 0.01% $1.7M 2025-11-13 $130.44
2025 Q2 UNCHANGED 3,218 0% 0.00% $405K 2025-08-12 $121.06
2025 Q1 REDUCED 3,218 -118,830 -97.4% 0.00% $424K 2025-05-08 $114.26
2024 Q4 ADDED 122,048 +96,748 +382.4% 0.10% $16.2M 2025-02-14 $132.70
2024 Q4 REDUCED 25,300 -400 -1.6% 0.02% $3.3M 2025-02-14 $132.70
2024 Q4 REDUCED 25,700 -28,900 -52.9% 0.02% $3.4M 2025-02-14 $132.70
2024 Q3 REDUCED 54,600 -53,941 -49.7% 0.05% $7.2M 2024-11-14 $137.18
2024 Q3 REDUCED 108,541 -152,259 -58.4% 0.10% $14.3M 2024-11-14 $137.18
2024 Q3 ADDED 260,800 +245,650 +1621.5% 0.25% $34.3M 2024-11-14 $137.18
2024 Q1 REDUCED 15,150 -65,150 -81.1% 0.02% $2.3M 2024-05-13 $142.94
2023 Q4 ADDED 80,300 +73,200 +1031.0% 0.07% $11.0M 2024-02-14 $126.32
2023 Q4 REDUCED 7,100 -25,300 -78.1% 0.01% $972K 2024-02-14 $126.32
2023 Q4 REDUCED 32,400 -12,600 -28.0% 0.03% $4.4M 2024-02-14 $126.32
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Jefferies Financial Group Inc. and XOP

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 XOP?

Jefferies Financial Group Inc. reported XOP across 17 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for XOP was 0.25% in 2024 Q3.

What is the latest reported XOP position on this page?

The most recent filing on this page is 2025 Q4, when Jefferies Financial Group Inc. reported 30,000 shares, equal to 0.02% of portfolio, with an estimated market value of $3.8M.

What does the chart on this XOP ownership page compare?

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