ORG Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

ORG Partners’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$384K	Buy	2,475 +825	+50%	+$127K	0.07%	236
2025 Q3	$254K	Hold	1,650	–	–	0.05%	299
2025 Q2	$244K	Sell	1,650 -264	-14%	-$36K	0.05%	282
2025 Q1	$252K	Buy	1,914 +514	+37%	+$69.5K	0.06%	237
2024 Q4	$185K	Buy	1,400 +950	+211%	+$131K	0.03%	332
2024 Q3	$61K	Buy	450 +378	+525%	+$48K	0.01%	476
2024 Q2	$8.72K	Buy	+72	New	+$8.87K	﹤0.01%	1275
2024 Q1	–	Sell	-102	Closed	-$11.6K	–	1138
2023 Q4	$11.6K	Sell	102 -204	-67%	-$21.4K	﹤0.01%	742
2023 Q3	$31K	Sell	306 -698	-70%	-$74.7K	0.01%	607
2023 Q2	$108K	Buy	+1,004	New	+$101K	0.02%	489

Other funds holding XLI

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMH

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

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

ORG Partners's XLI Position: Q4 2025 in Review

ORG Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 50% in Q4 2025, buying an estimated $127K and bringing the position to 2,475 shares worth $384K. The position accounts for 0.07% of the portfolio, ranked #236.

ORG Partners first reported a position in XLI in Q2 2023 and has held it in 10 quarters since. 1,500 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

ORG Partners held 2,475 shares of State Street Industrial Select Sector SPDR ETF worth $384K as of Q4 2025.
ORG Partners bought 825 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $127K.
State Street Industrial Select Sector SPDR ETF made up 0.07% of ORG Partners's portfolio in Q4 2025, its #236 holding.
ORG Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and has held it in 10 quarters since.
1,500 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

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