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
2026 Q2	$300K	Buy	+1,889	New	+$281K	0.01%	635
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Daymark Wealth Partners opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,889 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #635 among its holdings. This is a return to the name: Daymark Wealth Partners previously reported a position in XLV as recently as Q3 2024.

Daymark Wealth Partners first reported a position in XLV in Q1 2023 and has held it in 4 quarters since. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Daymark Wealth Partners held 1,889 shares of State Street Health Care Select Sector SPDR ETF worth $300K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Daymark Wealth Partners position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #635 holding.
Daymark Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 4 quarters since.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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