ORG Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.91K	Hold	166	–	–	﹤0.01%	546
2026 Q1	$8.21K	Hold	166	–	–	﹤0.01%	522
2025 Q4	$9.11K	Hold	166	–	–	﹤0.01%	478
2025 Q3	$8.96K	Hold	166	–	–	﹤0.01%	477
2025 Q2	$8.76K	Hold	166	–	–	﹤0.01%	504
2025 Q1	$8.27K	Buy	166 +81	+95%	+$4.06K	﹤0.01%	552
2024 Q4	$4.11K	Sell	85 -21	-20%	-$1.01K	﹤0.01%	437
2024 Q3	$4.8K	Buy	+106	New	+$4.63K	﹤0.01%	403

Other funds holding XLF

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

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

ORG Wealth Partners held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 166 shares worth $8.91K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

ORG Wealth Partners first reported a position in XLF in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.11K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

ORG Wealth Partners held 166 shares of State Street Financial Select Sector SPDR ETF worth $8.91K as of Q2 2026.
ORG Wealth Partners left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #546 holding.
ORG Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $9.11K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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