Daymark Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$948K Buy
17,683
+470
+3% +$24.4K 0.02% 346
2026
Q1
$850K Buy
17,213
+315
+2% +$16.4K 0.03% 323
2025
Q4
$926K Buy
16,898
+619
+4% +$33K 0.03% 299
2025
Q3
$877K Buy
16,279
+6,241
+62% +$331K 0.03% 294
2025
Q2
$526K Buy
10,038
+811
+9% +$40.1K 0.02% 342
2025
Q1
$460K Sell
9,227
-52
-0.6% -$2.61K 0.02% 338
2024
Q4
$448K Buy
9,279
+7
+0.1% +$338 0.02% 345
2024
Q3
$420K Buy
9,272
+646
+7% +$28.2K 0.02% 369
2024
Q2
$355K Buy
8,626
+1,865
+28% +$76.8K 0.02% 376
2024
Q1
$285K Buy
6,761
+754
+13% +$29.8K 0.02% 353
2023
Q4
$226K Buy
+6,007
New +$208K 0.01% 368

Other funds holding XLF

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

Daymark Wealth Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.7% in Q2 2026, buying an estimated $24.4K and bringing the position to 17,683 shares worth $948K. The position accounts for 0.02% of the portfolio, ranked #346.

Daymark Wealth Partners first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Daymark Wealth Partners held 17,683 shares of State Street Financial Select Sector SPDR ETF worth $948K as of Q2 2026.
  • Daymark Wealth Partners bought 470 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $24.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #346 holding.
  • Daymark Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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