Daymark Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.07M	Buy	27,079 +4,684	+21%	+$204K	0.02%	346
2026 Q2	$1.02M	Buy	22,395 +7,440	+50%	+$337K	0.02%	334
2026 Q1	$686K	Buy	14,955 +4,208	+39%	+$189K	0.02%	356
2025 Q4	$459K	Buy	10,747 +715	+7%	+$31.7K	0.01%	411
2025 Q3	$437K	Buy	+10,032	New	+$424K	0.01%	410

Other funds holding XLU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Daymark Wealth Partners's XLU Position: Q3 2026 in Review

Daymark Wealth Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 21% in Q3 2026, buying an estimated $204K and bringing the position to 27,079 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #346.

Daymark Wealth Partners first reported a position in XLU in Q3 2025 and has held it in 5 quarters since. 1,336 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Daymark Wealth Partners held 27,079 shares of State Street Utilities Select Sector SPDR ETF worth $1.07M as of Q3 2026.
Daymark Wealth Partners bought 4,684 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $204K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q3 2026, its #346 holding.
Daymark Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 5 quarters since.
1,336 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.