ORG Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.4K	Hold	72	–	–	﹤0.01%	495
2026 Q1	$11.7K	Hold	72	–	–	﹤0.01%	486
2025 Q4	$11.2K	Hold	72	–	–	﹤0.01%	455
2025 Q3	$11.2K	Hold	72	–	–	﹤0.01%	455
2025 Q2	$10.7K	Hold	72	–	–	﹤0.01%	485
2025 Q1	$9.54K	Buy	72 +25	+53%	+$3.38K	﹤0.01%	539
2024 Q4	$6.19K	Hold	47	–	–	﹤0.01%	402
2024 Q3	$6.37K	Buy	+47	New	+$5.97K	﹤0.01%	387

Other funds holding XLI

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

ORG Wealth Partners held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 72 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

ORG Wealth Partners first reported a position in XLI in Q3 2024 and has held it in 8 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

ORG Wealth Partners held 72 shares of State Street Industrial Select Sector SPDR ETF worth $13.4K as of Q2 2026.
ORG Wealth Partners left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #495 holding.
ORG Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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