ORG Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

ORG Partners’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$495K	Buy	9,037 +4,397	+95%	+$234K	0.09%	201
2025 Q3	$250K	Buy	4,640 +2,581	+125%	+$137K	0.05%	302
2025 Q2	$108K	Buy	2,059 +277	+16%	+$13.7K	0.02%	419
2025 Q1	$88.6K	Buy	1,782 +825	+86%	+$41.4K	0.02%	405
2024 Q4	$46.3K	Buy	957 +1	+0.1%	+$48	0.01%	569
2024 Q3	$43.4K	Buy	956 +468	+96%	+$20.4K	0.01%	541
2024 Q2	$20.1K	Buy	+488	New	+$20.1K	﹤0.01%	1064
2024 Q1	–	Sell	-742	Closed	-$27.9K	–	1136
2023 Q4	$27.9K	Buy	742 +363	+96%	+$12.6K	﹤0.01%	626
2023 Q3	$12.6K	Sell	379 -776	-67%	-$26.7K	﹤0.01%	792
2023 Q2	$38.7K	Buy	+1,155	New	+$37.7K	0.01%	728

Other funds holding XLF

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

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

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

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

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

ORG Partners's XLF Position: Q4 2025 in Review

ORG Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 95% in Q4 2025, buying an estimated $234K and bringing the position to 9,037 shares worth $495K. The position accounts for 0.09% of the portfolio, ranked #201.

ORG Partners first reported a position in XLF in Q2 2023 and has held it in 10 quarters since. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

ORG Partners held 9,037 shares of State Street Financial Select Sector SPDR ETF worth $495K as of Q4 2025.
ORG Partners bought 4,397 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $234K.
State Street Financial Select Sector SPDR ETF made up 0.09% of ORG Partners's portfolio in Q4 2025, its #201 holding.
ORG Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 10 quarters since.
1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

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