XLF — SELECT SECTOR SPDR TR

Ownership history in Marks Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Marks Wealth, LLC reported a position in SELECT SECTOR SPDR TR (XLF). 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.

Peak position
12.29% (2025 Q4)
Avg. % of fund
12.23%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 670,399 +4,508 +0.7% 12.29% $36.7M $54.77
2025 Q1 INITIATED 665,891 — — 12.17% $33.2M $49.30
% of Fund (quarterly)    XLF price (monthly, adj. close)

Other funds also holding XLF

As of 2025 Q4 — sorted by position size

TIFF ADVISORY SERVICES, LLC 3Y 7Y 26.88% Main Management ETF Advisors, LLC 3Y 7Y 14.66% EHP Funds Inc. 3Y 10.9% IMZ Advisory Inc 10.63% WestEnd Advisors, LLC 3Y 7Y 10.15% Main Management Fund Advisors LLC 3Y 9.98% INNEALTA CAPITAL, LLC 3Y 7Y 8.63% Yelin Lapidot Holdings Management Ltd. 8.4% Lakeshore Financial Planning, Inc. 8.39% PETREDIS INVESTMENT ADVISORS LLC 3Y 8.24%
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