ORG Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$176K	Hold	3,886	–	–	0.03%	256
2026 Q1	$178K	Hold	3,886	–	–	0.04%	243
2025 Q4	$166K	Hold	3,886	–	–	0.04%	227
2025 Q3	$169K	Hold	3,886	–	–	0.04%	226
2025 Q2	$159K	Buy	3,886 +3,226	+489%	+$129K	0.04%	194
2025 Q1	$26.1K	Hold	660	–	–	0.01%	408
2024 Q4	$25K	Hold	660	–	–	0.01%	324
2024 Q3	$26.7K	Buy	+660	New	+$24.5K	0.01%	314

Other funds holding XLU

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

ORG Wealth Partners held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 3,886 shares worth $176K. The position accounts for 0.03% of the portfolio, ranked #256.

ORG Wealth Partners first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $178K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

ORG Wealth Partners held 3,886 shares of State Street Utilities Select Sector SPDR ETF worth $176K as of Q2 2026.
ORG Wealth Partners left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.03% of ORG Wealth Partners's portfolio in Q2 2026, its #256 holding.
ORG Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $178K in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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