Ownership history in Marks Wealth, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Marks Wealth, LLC reported a position in SELECT SECTOR SPDR TR (XLK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 2,565 | -154,658 | -98.4% | 0.12% | $369K | $143.97 |
| 2025 Q3 | ADDED | 157,223 | +4,198 | +2.7% | 13.69% | $44.3M | $140.72 |
| 2025 Q2 | ADDED | 153,025 | +12,133 | +8.6% | 12.57% | $38.8M | $126.26 |
| 2024 Q4 | ADDED | 140,892 | +12,229 | +9.5% | 15.77% | $32.8M | $115.54 |
| 2024 Q3 | ADDED | 128,663 | +59,041 | +84.8% | 12.47% | $29.0M | $112.00 |
| 2024 Q2 | INITIATED | 69,622 | — | — | 6.95% | $15.8M | — |
As of 2025 Q4 — sorted by position size