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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$388K Buy
2,301
+412
+22% +$68.7K 0.01% 596
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

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

Daymark Wealth Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 22% in Q3 2026, buying an estimated $68.7K and bringing the position to 2,301 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #596.

Daymark Wealth Partners first reported a position in XLV in Q1 2023 and has held it in 5 quarters since. 1,608 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • Daymark Wealth Partners held 2,301 shares of State Street Health Care Select Sector SPDR ETF worth $388K as of Q3 2026.
  • Daymark Wealth Partners bought 412 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $68.7K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #596 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 5 quarters since.
  • 1,608 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

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