Daymark Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,730	Closed	-$267K	–	528
2024 Q3	$267K	Buy	1,730 +98	+6%	+$14.9K	0.01%	451
2024 Q2	$238K	Buy	+1,632	New	+$234K	0.01%	451
2023 Q2	–	Sell	-2,027	Closed	-$262K	–	388
2023 Q1	$262K	Buy	+2,027	New	+$265K	0.03%	251

Other funds holding XLV

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Daymark Wealth Partners's XLV Position: Q4 2024 in Review

Daymark Wealth Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 1,730 shares — an estimated $267K sold.

Daymark Wealth Partners first reported a position in XLV in Q1 2023 and held it in 3 quarters. The position peaked at $267K in Q3 2024. 1,760 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

Daymark Wealth Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Daymark Wealth Partners sold 1,730 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $267K.
Daymark Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and held it in 3 quarters.
Daymark Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $267K in Q3 2024.
1,760 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Daymark Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.