Daymark Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.77M Buy
33,407
+9,669
+41% +$553K 0.04% 266
2026
Q1
$1.45M Buy
23,738
+2,995
+14% +$161K 0.05% 249
2025
Q4
$927K Buy
20,743
+1,143
+6% +$50.9K 0.03% 298
2025
Q3
$876K Buy
+19,600
New +$858K 0.03% 295

Other funds holding XLE

Daymark Wealth Partners's XLE Position: Q2 2026 in Review

Daymark Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 41% in Q2 2026, buying an estimated $553K and bringing the position to 33,407 shares worth $1.77M. The position accounts for 0.04% of the portfolio, ranked #266.

Daymark Wealth Partners first reported a position in XLE in Q3 2025 and has held it in 4 quarters since. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Daymark Wealth Partners held 33,407 shares of State Street Energy Select Sector SPDR ETF worth $1.77M as of Q2 2026.
  • Daymark Wealth Partners bought 9,669 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $553K.
  • State Street Energy Select Sector SPDR ETF made up 0.04% of Daymark Wealth Partners's portfolio in Q2 2026, its #266 holding.
  • Daymark Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.