ORG Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

ORG Wealth Partners’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.2K	Hold	568	–	–	﹤0.01%	398
2026 Q1	$34.8K	Hold	568	–	–	0.01%	360
2025 Q4	$25.4K	Hold	568	–	–	0.01%	372
2025 Q3	$25.4K	Hold	568	–	–	0.01%	368
2025 Q2	$24.3K	Hold	568	–	–	0.01%	404
2025 Q1	$26.7K	Hold	568	–	–	0.01%	403
2024 Q4	$24.3K	Sell	568 -94	-14%	-$4.27K	0.01%	326
2024 Q3	$29.1K	Buy	+662	New	+$29.6K	0.01%	305

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

ORG Wealth Partners's XLE Position: Q2 2026 in Review

ORG Wealth Partners held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 568 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

ORG Wealth Partners first reported a position in XLE in Q3 2024 and has held it in 8 quarters since. The position peaked at $34.8K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

ORG Wealth Partners held 568 shares of State Street Energy Select Sector SPDR ETF worth $30.2K as of Q2 2026.
ORG Wealth Partners left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #398 holding.
ORG Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $34.8K in Q1 2026.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.