Marks Wealth, LLC Financial Sector Spdr Transaction History

Marks Wealth, LLC

$272 Billion
Q1 2025

A detailed history of Marks Wealth, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Marks Wealth, LLC holds 665,891 shares of XLF stock, worth $34.2 Million. This represents 12.17% of its overall portfolio holdings.

Number of Shares

665,891

Holding current value

$34.2 Million

% of portfolio

12.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$47.32 - $52.19 $31.5 Million - $34.8 Million	665,891 New	665,891 $33.2 Billion

Others Institutions Holding XLF

# of Institutions

2,108

Shares Held

793M

Call Options Held

180M

Put Options Held

245M

Jpmorgan Chase & CO New York, NY

150M
Shares

$7.71 Billion
0.59% of portfolio
Bank Of America Corp Charlotte, NC

95.7M
Shares

$4.92 Billion
0.39% of portfolio
Morgan Stanley New York, NY

56.9M
Shares

$2.93 Billion
0.21% of portfolio
Envestnet Asset Management Inc

23.2M
Shares

$1.19 Billion
0.39% of portfolio
Wells Fargo & Company San Francisco, CA

22.6M
Shares

$1.16 Billion
0.26% of portfolio

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About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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