ORG Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

ORG Partners’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$115K	Buy	2,688 +646	+32%	+$28.6K	0.02%	429
2025 Q3	$89.3K	Sell	2,042 -8,136	-80%	-$344K	0.02%	488
2025 Q2	$417K	Sell	10,178 -460	-4%	-$18.3K	0.09%	199
2025 Q1	$421K	Sell	10,638 -892	-8%	-$34.9K	0.1%	162
2024 Q4	$436K	Buy	11,530 +38	+0.3%	+$1.51K	0.06%	202
2024 Q3	$464K	Sell	11,492 -1,160	-9%	-$43K	0.07%	175
2024 Q2	$428K	Buy	+12,652	New	+$435K	0.05%	273
2024 Q1	–	Sell	-8,360	Closed	-$265K	–	1141
2023 Q4	$265K	Sell	8,360 -346	-4%	-$10.6K	0.04%	259
2023 Q3	$257K	Sell	8,706 -18,876	-68%	-$608K	0.08%	250
2023 Q2	$905K	Buy	+27,582	New	+$929K	0.15%	134

Other funds holding XLU

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

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

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

ORG Partners's XLU Position: Q4 2025 in Review

ORG Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 32% in Q4 2025, buying an estimated $28.6K and bringing the position to 2,688 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #429.

ORG Partners first reported a position in XLU in Q2 2023 and has held it in 10 quarters since. The position peaked at $905K in Q2 2023. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

ORG Partners held 2,688 shares of State Street Utilities Select Sector SPDR ETF worth $115K as of Q4 2025.
ORG Partners bought 646 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $28.6K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of ORG Partners's portfolio in Q4 2025, its #429 holding.
ORG Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's State Street Utilities Select Sector SPDR ETF position peaked at $905K in Q2 2023.
1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

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