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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Daymark Wealth Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 50% in Q2 2026, buying an estimated $337K and bringing the position to 22,395 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #334.

Daymark Wealth Partners first reported a position in XLU in Q3 2025 and has held it in 4 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Daymark Wealth Partners held 22,395 shares of State Street Utilities Select Sector SPDR ETF worth $1.02M as of Q2 2026.
  • Daymark Wealth Partners bought 7,440 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $337K.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #334 holding.
  • Daymark Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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