Marks Group Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $260K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $484K | Sell |
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|
2022
Q4 | $553K | Hold |
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|
2022
Q3 | $491K | Sell |
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|
2022
Q2 | $520K | Buy |
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|
2022
Q1 | $605K | Sell |
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|
2021
Q4 | $616K | Sell |
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|
2021
Q3 | $595K | Buy |
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|
2021
Q2 | $526K | Buy |
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|
2021
Q1 | $485K | Sell |
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|
2020
Q4 | $496K | Buy |
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|
2020
Q3 | $315K | Hold |
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|
2020
Q2 | $304K | Hold |
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|
2020
Q1 | $272K | Hold |
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|
2019
Q4 | $403K | Buy |
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