Daymark Wealth Partners, LLC Financial Sector Spdr Transaction History

Daymark Wealth Partners, LLC

$2.22 Billion
Q1 2025

A detailed history of Daymark Wealth Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 9,227 shares of XLF stock, worth $486,262. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,227

Previous 9,227 -0.0%

Holding current value

$486,262

Previous $454,000 1.1%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$47.32 - $52.19 $2,460 - $2,713	-52 Reduced 0.56%	9,227 $454,000
Q4 2024 Jan 17, 2025	BUY	$44.89 - $51.34 $314 - $359	7 Added 0.08%	9,279 $448,000
Q3 2024 Oct 08, 2024	BUY	$40.84 - $45.74 $26,382 - $29,548	646 Added 7.49%	9,272 $420,000
Q2 2024 Aug 14, 2024	BUY	$39.59 - $42.49 $73,835 - $79,243	1,865 Added 27.58%	8,626 $354,000
Q1 2024 Apr 10, 2024	BUY	$37.27 - $42.12 $28,101 - $31,758	754 Added 12.55%	6,761 $284,000
Q4 2023 Jan 09, 2024	BUY	$31.45 - $37.72 $188,920 - $226,584	6,007 New	6,007 $225,000

Others Institutions Holding XLF

# of Institutions

2,117

Shares Held

1.01B

Call Options Held

180M

Put Options Held

247M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Account

Daymark Wealth Partners, LLC Financial Sector Spdr Transaction History