Daymark Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.02M	Buy	37,779 +32,508	+617%	+$4.58M	0.16%	114
2025 Q4	$759K	Sell	5,271 -471	-8%	-$68K	0.02%	321
2025 Q3	$809K	Sell	5,742 -940	-14%	-$124K	0.03%	303
2025 Q2	$846K	Buy	6,682 +424	+7%	+$47.1K	0.03%	286
2025 Q1	$646K	Buy	6,258 +182	+3%	+$20.6K	0.03%	299
2024 Q4	$706K	Sell	6,076 -70	-1%	-$8.14K	0.03%	281
2024 Q3	$694K	Sell	6,146 -94	-2%	-$10.3K	0.03%	292
2024 Q2	$706K	Buy	6,240 +980	+19%	+$103K	0.03%	286
2024 Q1	$548K	Sell	5,260 -834	-14%	-$84.3K	0.03%	256
2023 Q4	$586K	Sell	6,094 -26	-0.4%	-$2.31K	0.04%	244
2023 Q3	$502K	Sell	6,120 -2,012	-25%	-$173K	0.03%	242
2023 Q2	$707K	Buy	8,132 +906	+13%	+$71.4K	0.05%	197
2023 Q1	$546K	Buy	+7,226	New	+$497K	0.07%	179

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Daymark Wealth Partners's XLK Position: Q1 2026 in Review

Daymark Wealth Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 617% in Q1 2026, buying an estimated $4.58M and bringing the position to 37,779 shares worth $5.02M. The position accounts for 0.16% of the portfolio, ranked #114.

Daymark Wealth Partners first reported a position in XLK in Q1 2023 and has held it in 13 quarters since. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Daymark Wealth Partners held 37,779 shares of State Street Technology Select Sector SPDR ETF worth $5.02M as of Q1 2026.
Daymark Wealth Partners bought 32,508 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $4.58M.
State Street Technology Select Sector SPDR ETF made up 0.16% of Daymark Wealth Partners's portfolio in Q1 2026, its #114 holding.
Daymark Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.