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ORG Wealth Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History

ORG Wealth Partners’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$159K Buy
1,943
+1,613
+489% +$132K 0.04% 194
2025
Q1 		$26.1K Hold
330
– – 0.01% 408
2024
Q4 		$25K Hold
330
– – 0.01% 324
2024
Q3 		$26.7K Buy
+330
New +$26.7K 0.01% 314