Daymark Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Daymark Wealth Partners’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$435K	Sell	2,347 -1,337	-36%	-$232K	0.01%	521
2026 Q1	$596K	Buy	3,684 +1,401	+61%	+$235K	0.02%	377
2025 Q4	$354K	Hold	2,283	–	–	0.01%	459
2025 Q3	$352K	Sell	2,283 -20	-0.9%	-$3.03K	0.01%	446
2025 Q2	$340K	Buy	2,303 +14	+0.6%	+$1.91K	0.01%	427
2025 Q1	$300K	Buy	2,289 +29	+1%	+$3.92K	0.01%	418
2024 Q4	$298K	Buy	2,260 +751	+50%	+$104K	0.01%	410
2024 Q3	$204K	Buy	+1,509	New	+$192K	0.01%	500

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Daymark Wealth Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 36% in Q2 2026, selling an estimated $232K and leaving 2,347 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #521.

Daymark Wealth Partners first reported a position in XLI in Q3 2024 and has held it in 8 quarters since. The position peaked at $596K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Daymark Wealth Partners held 2,347 shares of State Street Industrial Select Sector SPDR ETF worth $435K as of Q2 2026.
Daymark Wealth Partners sold 1,337 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $232K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #521 holding.
Daymark Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Daymark Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $596K in Q1 2026.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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