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Financial Select Sector SPDR shares owned by Marks Wealth

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Marks Wealth from 13F filings

Historical chart of Marks Wealth investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Marks Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Marks Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $37M 670k 54.77
2025-03-31 $33M 666k 49.81

More positions owned by Marks Wealth

Listed Fds Tr Roundhill Magnif (MAGS)
Vanguard World Comm Srvc Etf (VOX)
Select Sector Spdr Tr State Street Fin (XLF)
Ishares Tr Msci Usa Value (VLUE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Series Trust State Street Spd (XBI)
Ishares Tr Latn Amer 40 Etf (ILF)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Vaneck Etf Trust Oil Services Etf (OIH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Select Sector Spdr Tr State Street Tec (XLK)

View all positions for Marks Wealth

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Millennium Management
Jane Street
Goldman Sachs Group
UBS Group
Balyasny Asset Management
LPL Financial
Parallax Volatility Advisers
Envestnet Asset Management
Royal Bank of Canada
Citadel Advisors
Barclays
Ameriprise Financial

View all funds holding Financial Select Sector SPDR