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 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 $1.56T 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marks Group Wealth Management's XLF Position: Q1 2026 in Review

Marks Group Wealth Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 5,275 shares worth $260K. The stake represents 0.03% of the portfolio and ranks #311 among its holdings. This is a return to the name: Marks Group Wealth Management previously reported a position in XLF as recently as Q1 2023.

Marks Group Wealth Management first reported a position in XLF in Q4 2019 and has held it in 15 quarters since. The position peaked at $616K in Q4 2021. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Marks Group Wealth Management held 5,275 shares of State Street Financial Select Sector SPDR ETF worth $260K as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new Marks Group Wealth Management position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.03% of Marks Group Wealth Management's portfolio in Q1 2026, its #311 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 15 quarters since.
Marks Group Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $616K in Q4 2021.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.