Marks Wealth’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-665,891	Closed	-$33.2M	–	27
2025 Q1	$33.2M	Buy	+665,891	New	+$33.2M	12.17%	3