ORG Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

ORG Partners’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$151K	Buy	3,376 +2,426	+255%	+$108K	0.03%	372
2025 Q3	$42.4K	Hold	950	–	–	0.01%	623
2025 Q2	$40.6K	Sell	950 -3,796	-80%	-$158K	0.01%	595
2025 Q1	$223K	Buy	4,746 +1,460	+44%	+$65.8K	0.05%	258
2024 Q4	$141K	Sell	3,286 -1,082	-25%	-$49.2K	0.02%	374
2024 Q3	$192K	Buy	4,368 +2,292	+110%	+$102K	0.03%	292
2024 Q2	$94.7K	Buy	+2,076	New	+$96.7K	0.01%	617
2024 Q1	–	Sell	-1,204	Closed	-$50.5K	–	1134
2023 Q4	$50.5K	Buy	1,204 +740	+159%	+$31.6K	0.01%	512
2023 Q3	$21K	Sell	464 -1,800	-80%	-$78.8K	0.01%	683
2023 Q2	$92.4K	Buy	+2,264	New	+$92.2K	0.02%	542

Other funds holding XLE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

ORG Partners's XLE Position: Q4 2025 in Review

ORG Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 255% in Q4 2025, buying an estimated $108K and bringing the position to 3,376 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #372.

ORG Partners first reported a position in XLE in Q2 2023 and has held it in 10 quarters since. The position peaked at $223K in Q1 2025. 1,857 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

ORG Partners held 3,376 shares of State Street Energy Select Sector SPDR ETF worth $151K as of Q4 2025.
ORG Partners bought 2,426 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $108K.
State Street Energy Select Sector SPDR ETF made up 0.03% of ORG Partners's portfolio in Q4 2025, its #372 holding.
ORG Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's State Street Energy Select Sector SPDR ETF position peaked at $223K in Q1 2025.
1,857 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.