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 Q3	$240K	Sell	4,503 -1,142	-20%	-$64.7K	0.02%	342
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

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Marks Group Wealth Management's XLF Position: Q3 2026 in Review

Marks Group Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 20% in Q3 2026, selling an estimated $64.7K and leaving 4,503 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #342.

Marks Group Wealth Management first reported a position in XLF in Q4 2019 and has held it in 17 quarters since. The position peaked at $616K in Q4 2021. 1,091 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Marks Group Wealth Management held 4,503 shares of State Street Financial Select Sector SPDR ETF worth $240K as of Q3 2026.
Marks Group Wealth Management sold 1,142 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $64.7K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Marks Group Wealth Management's portfolio in Q3 2026, its #342 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 17 quarters since.
Marks Group Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $616K in Q4 2021.
1,091 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.