Marks Group Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Marks Group Wealth Management’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
2026 Q2	$303K	Buy	5,645 +370	+7%	+$19.2K	0.03%	316
2026 Q1	$260K	Buy	+5,275	New	+$275K	0.03%	311
2023 Q2	–	Sell	-15,047	Closed	-$484K	–	288
2023 Q1	$484K	Sell	15,047 -1,136	-7%	-$39.5K	0.06%	210
2022 Q4	$553K	Hold	16,183	–	–	0.08%	201
2022 Q3	$491K	Sell	16,183 -353	-2%	-$11.7K	0.07%	202
2022 Q2	$520K	Buy	16,536 +753	+5%	+$26K	0.08%	208
2022 Q1	$605K	Sell	15,783 -1	-0%	-$39	0.08%	212
2021 Q4	$616K	Sell	15,784 -75	-0.5%	-$2.95K	0.08%	214
2021 Q3	$595K	Buy	15,859 +1,542	+11%	+$57.7K	0.08%	189
2021 Q2	$526K	Buy	14,317 +76	+0.5%	+$2.78K	0.07%	177
2021 Q1	$485K	Sell	14,241 -2,571	-15%	-$82.6K	0.07%	178
2020 Q4	$496K	Buy	16,812 +3,707	+28%	+$99.2K	0.08%	174
2020 Q3	$315K	Hold	13,105	–	–	0.06%	200
2020 Q2	$304K	Hold	13,105	–	–	0.06%	192
2020 Q1	$272K	Hold	13,105	–	–	0.07%	184
2019 Q4	$403K	Buy	+13,105	New	+$385K	0.08%	184

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Marks Group Wealth Management's XLF Position: Q2 2026 in Review

Marks Group Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 7% in Q2 2026, buying an estimated $19.2K and bringing the position to 5,645 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #316.

Marks Group Wealth Management first reported a position in XLF in Q4 2019 and has held it in 16 quarters since. The position peaked at $616K in Q4 2021. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Marks Group Wealth Management held 5,645 shares of State Street Financial Select Sector SPDR ETF worth $303K as of Q2 2026.
Marks Group Wealth Management bought 370 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $19.2K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Marks Group Wealth Management's portfolio in Q2 2026, its #316 holding.
Marks Group Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 16 quarters since.
Marks Group Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $616K in Q4 2021.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.