ORG Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

ORG Partners’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$177K	Buy	1,145 +145	+15%	+$21.7K	0.03%	351
2025 Q3	$139K	Buy	1,000 +68	+7%	+$9.2K	0.03%	405
2025 Q2	$128K	Buy	932 +79	+9%	+$10.7K	0.03%	384
2025 Q1	$122K	Sell	853 -38	-4%	-$5.52K	0.03%	346
2024 Q4	$123K	Sell	891 -262	-23%	-$38.3K	0.02%	390
2024 Q3	$178K	Buy	1,153 +216	+23%	+$32.7K	0.03%	298
2024 Q2	$136K	Buy	+937	New	+$134K	0.02%	512
2024 Q1	–	Sell	-92	Closed	-$12.5K	–	1142
2023 Q4	$12.5K	Buy	+92	New	+$12K	﹤0.01%	732
2023 Q3	–	Sell	-138	Closed	-$18.7K	–	1619
2023 Q2	$18.7K	Buy	+138	New	+$18.2K	﹤0.01%	886

Other funds holding XLV

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

ORG Partners's XLV Position: Q4 2025 in Review

ORG Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 15% in Q4 2025, buying an estimated $21.7K and bringing the position to 1,145 shares worth $177K. The position accounts for 0.03% of the portfolio, ranked #351.

ORG Partners first reported a position in XLV in Q2 2023 and has held it in 9 quarters since. The position peaked at $178K in Q3 2024. 1,832 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

ORG Partners held 1,145 shares of State Street Health Care Select Sector SPDR ETF worth $177K as of Q4 2025.
ORG Partners bought 145 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $21.7K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of ORG Partners's portfolio in Q4 2025, its #351 holding.
ORG Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and has held it in 9 quarters since.
ORG Partners's State Street Health Care Select Sector SPDR ETF position peaked at $178K in Q3 2024.
1,832 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

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