Marcum Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Marcum Wealth’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.84M	Sell	36,858 -1,563	-4%	-$78.4K	0.16%	71
2024 Q4	$1.86M	Buy	38,421 +7,397	+24%	+$358K	0.16%	67
2024 Q3	$1.41M	Buy	31,024 +6,291	+25%	+$275K	0.13%	83
2024 Q2	$1.02M	Buy	24,733 +3,446	+16%	+$142K	0.1%	103
2024 Q1	$897K	Buy	21,287 +13,346	+168%	+$527K	0.09%	115
2023 Q4	$299K	Buy	7,941 +7	+0.1%	+$242	0.03%	254
2023 Q3	$263K	Sell	7,934 -155	-2%	-$5.34K	0.03%	267
2023 Q2	$273K	Sell	8,089 -826	-9%	-$27K	0.03%	266
2023 Q1	$287K	Sell	8,915 -2,523	-22%	-$87.7K	0.04%	251
2022 Q4	$391K	Sell	11,438 -119	-1%	-$4.03K	0.05%	201
2022 Q3	$351K	Sell	11,557 -225	-2%	-$7.44K	0.05%	208
2022 Q2	$371K	Sell	11,782 -30,875	-72%	-$1.07M	0.06%	201
2022 Q1	$1.64M	Buy	42,657 +3,854	+10%	+$151K	0.23%	61
2021 Q4	$1.51M	Buy	38,803 +5,315	+16%	+$209K	0.21%	67
2021 Q3	$1.26M	Buy	33,488 +4,537	+16%	+$170K	0.2%	73
2021 Q2	$1.06M	Sell	28,951 -2,194	-7%	-$80.3K	0.17%	83
2021 Q1	$1.06M	Buy	+31,145	New	+$1M	0.17%	82

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marcum Wealth's XLF Position: Q1 2025 in Review

Marcum Wealth reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.1% in Q1 2025, selling an estimated $78.4K and leaving 36,858 shares worth $1.84M. The position accounts for 0.16% of the portfolio, ranked #71.

Marcum Wealth first reported a position in XLF in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.86M in Q4 2024. 1,793 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

Marcum Wealth held 36,858 shares of State Street Financial Select Sector SPDR ETF worth $1.84M as of Q1 2025.
Marcum Wealth sold 1,563 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $78.4K.
State Street Financial Select Sector SPDR ETF made up 0.16% of Marcum Wealth's portfolio in Q1 2025, its #71 holding.
Marcum Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 17 quarters since.
Marcum Wealth's State Street Financial Select Sector SPDR ETF position peaked at $1.86M in Q4 2024.
1,793 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.