Jefferies Financial Group Inc. XLF — SELECT SECTOR SPDR TR

Ownership history in Jefferies Financial Group Inc.  ·  93 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported SELECT SECTOR SPDR TR (XLF) in 93 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.58% in 2025 Q2. The latest visible filing shows XLF at 0.13% 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 XLF 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
2026 Q1

XLF was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2025 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 2026 Q1

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.

XLF stock page Jefferies Financial Group Inc. fund profile Jefferies Financial Group Inc. full holdings
How Jefferies Financial Group Inc. held XLF — position size vs. price
% of Fund (quarterly)    XLF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 24 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 397,000 +253,609 +176.9% 0.13% $19.6M 2026-05-08 $51.24
2026 Q1 REDUCED — — — 143,391 -806,209 -84.9% 0.05% $7.1M 2026-05-08 $51.24
2026 Q1 ADDED — — — 949,600 +932,100 +5326.3% 0.32% $46.9M 2026-05-08 $51.24
2025 Q4 REDUCED 82.5% -9.4% ✅ 17,500 -82,500 -82.5% 0.00% $958K 2026-02-09 $53.66
2025 Q4 REDUCED 32.6% -9.4% ✅ 100,000 -48,320 -32.6% 0.03% $5.5M 2026-02-09 $53.66
2025 Q4 REDUCED 25.8% -9.4% ✅ 148,320 -51,680 -25.8% 0.04% $8.1M 2026-02-09 $53.66
2025 Q3 ADDED — — — 200,000 +26,486 +15.3% 0.05% $10.8M 2025-11-13 $52.53
2025 Q3 REDUCED 34.3% +3.0% ❌ 173,514 -90,586 -34.3% 0.04% $9.3M 2025-11-13 $52.53
2025 Q3 ADDED — — — 264,100 +64,100 +32.0% 0.07% $14.2M 2025-11-13 $52.53
2025 Q2 ADDED — — — 200,000 +68,366 +51.9% 0.09% $10.5M 2025-08-14 (Est.) $52.38
2025 Q2 REDUCED 90.1% +3.7% ❌ 131,634 -1,193,766 -90.1% 0.06% $6.9M 2025-08-14 (Est.) $52.38
2025 Q2 ADDED — — — 1,325,400 +1,199,781 +955.1% 0.58% $69.4M 2025-08-14 (Est.) $52.38
2025 Q1 ADDED — — — 125,619 +109,419 +675.4% 0.06% $6.3M 2025-05-08 $49.10
2025 Q1 REDUCED 93.0% +5.5% ❌ 16,200 -215,800 -93.0% 0.01% $807K 2025-05-08 $49.10
2024 Q4 ADDED — — — 232,000 +129,549 +126.4% 0.07% $11.2M 2025-02-14 $50.83
2024 Q4 ADDED — — — 102,451 +8,440 +9.0% 0.03% $5.0M 2025-02-14 $50.83
2024 Q3 ADDED — — — 94,011 +22,128 +30.8% 0.03% $4.3M 2024-11-14 $48.50
2024 Q2 ADDED — — — 71,883 +41,600 +137.4% 0.03% $3.0M 2024-08-13 $41.40
2024 Q1 REDUCED 93.9% -1.8% ✅ 30,283 -469,717 -93.9% 0.01% $1.3M 2024-05-13 $40.40
2024 Q1 REDUCED 10.7% -1.8% ✅ 500,000 -60,000 -10.7% 0.19% $21.1M 2024-05-13 $40.40
2024 Q1 ADDED — — — 560,000 +360,000 +180.0% 0.22% $23.6M 2024-05-13 $40.40
2023 Q4 REDUCED 18.5% +11.8% ❌ 200,000 -45,282 -18.5% 0.05% $7.5M 2024-02-14 $37.77
2023 Q4 REDUCED 72.3% +11.8% ❌ 245,282 -639,718 -72.3% 0.06% $9.2M 2024-02-14 $37.77
2023 Q4 ADDED — — — 885,000 +642,800 +265.4% 0.22% $33.3M 2024-02-14 $37.77
69 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLF

As of 2026 Q1 — sorted by position size

JCSD Capital, LLC 3Y 7Y 26.12% TIFF ADVISORY SERVICES, LLC 3Y 7Y 17.35% IMZ Advisory Inc 10.13% WestEnd Advisors, LLC 3Y 7Y 9.25% PETREDIS INVESTMENT ADVISORS LLC 3Y 8.1% Keystone Global Partners, LLC 7.92% Yelin Lapidot Holdings Management Ltd. 7.87% Lakeshore Financial Planning, Inc. 7.73% J.Safra Asset Management Corp 3Y 7Y 6.97% SOUTHERN CAPITAL SERVICES INC /ADV 5.89%

FAQ About Jefferies Financial Group Inc. and XLF

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 XLF?

Jefferies Financial Group Inc. reported XLF across 24 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for XLF was 0.58% in 2025 Q2.

What is the latest reported XLF position on this page?

The most recent filing on this page is 2026 Q1, when Jefferies Financial Group Inc. reported 397,000 shares, equal to 0.13% of portfolio, with an estimated market value of $19.6M.

What does the chart on this XLF ownership page compare?

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

How well did Jefferies Financial Group Inc. time their XLF position?

Based on 13F filing dates vs. subsequent XLF price moves, Jefferies Financial Group Inc. correctly timed 50 out of 89 reported position changes (56%). The annualised alpha on XLF relative to SPY over the holding period was -9.6%.

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