Jefferies Financial Group Inc. XRT β€” SPDR SER TR

Ownership history in Jefferies Financial Group Inc.  Β·  4 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported SPDR SER TR (XRT) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.68% in 2026 Q1. The latest visible filing shows XRT at 0.68% 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.

What this XRT 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 SER 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

XRT was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 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.

XRT stock page Jefferies Financial Group Inc. fund profile Jefferies Financial Group Inc. full holdings
How Jefferies Financial Group Inc. held XRT β€” position size vs. price
% of Fund (quarterly)    XRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 1,230,000 +980,000 +392.0% 0.68% $99.0M 2026-05-08 $84.72
2025 Q2 ADDED β€” β€” β€” 250,000 +169,000 +208.6% 0.16% $19.3M 2025-08-14 (Est.) $83.26
2025 Q1 REDUCED 77.2% +11.8% ❌ 81,000 -274,100 -77.2% 0.05% $5.6M 2025-05-08 $70.61
2025 Q1 INITIATED β€” β€” β€” 355,100 β€” β€” 0.22% $24.5M 2025-05-08 $70.61

🏒 Other funds also holding XRT

As of 2026 Q1 β€” sorted by position size

MIRAE ASSET SECURITIES (USA) INC. 3.84% Broad Peak Investment Advisers Pte Ltd 1.1% Global Assets Advisory, LLC 3Y 0.99% Phoenix Financial Ltd. 3Y 0.96% Fairvoy Private Wealth, LLC 0.35% WASHINGTON GROWTH STRATEGIES LLC 0.31% Murphy & Mullick Capital Management Corp 0.11% LEUTHOLD GROUP, LLC 3Y 7Y 0.07% CITIGROUP INC 3Y 7Y 0.05% Walleye Trading LLC 3Y 7Y 0.02%

FAQ About Jefferies Financial Group Inc. and XRT

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 XRT?

Jefferies Financial Group Inc. reported XRT across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for XRT was 0.68% in 2026 Q1.

What is the latest reported XRT position on this page?

The most recent filing on this page is 2026 Q1, when Jefferies Financial Group Inc. reported 1,230,000 shares, equal to 0.68% of portfolio, with an estimated market value of $99.0M.

What does the chart on this XRT ownership page compare?

The chart compares Jefferies Financial Group Inc.'s quarterly XRT 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 XRT position?

Based on 13F filing dates vs. subsequent XRT price moves, Jefferies Financial Group Inc. correctly timed 1 out of 3 reported position changes (33%).

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