ORG Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

ORG Partners’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$304K	Hold	2,106	–	–	0.05%	267
2025 Q3	$298K	Hold	2,106	–	–	0.05%	273
2025 Q2	$265K	Sell	2,106 -296	-12%	-$32.8K	0.06%	270
2025 Q1	$250K	Sell	2,402 -540	-18%	-$61.2K	0.06%	240
2024 Q4	$343K	Buy	2,942 +1,550	+111%	+$180K	0.05%	239
2024 Q3	$158K	Sell	1,392 -284	-17%	-$31.2K	0.03%	316
2024 Q2	$192K	Buy	+1,676	New	+$176K	0.02%	436
2024 Q1	–	Sell	-1,524	Closed	-$147K	–	1139
2023 Q4	$147K	Sell	1,524 -610	-29%	-$54.3K	0.02%	343
2023 Q3	$175K	Sell	2,134 -1,954	-48%	-$168K	0.05%	305
2023 Q2	$355K	Buy	+4,088	New	+$322K	0.06%	279

Other funds holding XLK

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

ORG Partners's XLK Position: Q4 2025 in Review

ORG Partners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q4 2025 at 2,106 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #267.

ORG Partners first reported a position in XLK in Q2 2023 and has held it in 10 quarters since. The position peaked at $355K in Q2 2023. 2,471 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

ORG Partners held 2,106 shares of State Street Technology Select Sector SPDR ETF worth $304K as of Q4 2025.
ORG Partners left its State Street Technology Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Technology Select Sector SPDR ETF made up 0.05% of ORG Partners's portfolio in Q4 2025, its #267 holding.
ORG Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's State Street Technology Select Sector SPDR ETF position peaked at $355K in Q2 2023.
2,471 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

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