ORG Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-446	Closed	-$64.2K	–	690
2025 Q4	$64.2K	Hold	446	–	–	0.02%	305
2025 Q3	$62.9K	Hold	446	–	–	0.01%	310
2025 Q2	$56K	Hold	446	–	–	0.01%	319
2025 Q1	$46.4K	Hold	446	–	–	0.01%	354
2024 Q4	$51.9K	Sell	446 -90	-17%	-$10.5K	0.02%	250
2024 Q3	$60.5K	Buy	+536	New	+$58.8K	0.02%	233

Other funds holding XLK

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

ORG Wealth Partners's XLK Position: Q1 2026 in Review

ORG Wealth Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 446 shares — an estimated $64.2K sold.

ORG Wealth Partners first reported a position in XLK in Q3 2024 and held it in 6 quarters. The position peaked at $64.2K in Q4 2025. 2,426 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

ORG Wealth Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
ORG Wealth Partners sold 446 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $64.2K.
ORG Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and held it in 6 quarters.
ORG Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $64.2K in Q4 2025.
2,426 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.