ORG Wealth Partners
XLEI icon

ORG Wealth Partners’s State Street Energy Select Sector SPDR Premium Income ETF XLEI Stock Holding History

ORG Wealth Partners’s Portfolio XLEI Stock Details XLEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.1K Buy
+40
New +$1.09K ﹤0.01% 1682

Other funds holding XLEI

Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

ORG Wealth Partners's XLEI Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in State Street Energy Select Sector SPDR Premium Income ETF (XLEI) in Q3 2026: 40 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #1682 among its holdings.

10 funds tracked by Wall St. Rank hold XLEI as of Q3 2026.

  • ORG Wealth Partners held 40 shares of State Street Energy Select Sector SPDR Premium Income ETF worth $1.1K as of Q3 2026.
  • State Street Energy Select Sector SPDR Premium Income ETF was a new ORG Wealth Partners position in Q3 2026.
  • State Street Energy Select Sector SPDR Premium Income ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #1682 holding.
  • 10 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR Premium Income ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.