ORG Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$133K	Hold	838	–	–	0.02%	266
2026 Q1	$123K	Hold	838	–	–	0.02%	266
2025 Q4	$130K	Hold	838	–	–	0.03%	256
2025 Q3	$117K	Hold	838	–	–	0.02%	263
2025 Q2	$115K	Hold	838	–	–	0.03%	226
2025 Q1	$120K	Hold	838	–	–	0.04%	235
2024 Q4	$115K	Hold	838	–	–	0.04%	160
2024 Q3	$129K	Buy	+838	New	+$127K	0.04%	158

Other funds holding XLV

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

ORG Wealth Partners held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 838 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #266.

ORG Wealth Partners first reported a position in XLV in Q3 2024 and has held it in 8 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

ORG Wealth Partners held 838 shares of State Street Health Care Select Sector SPDR ETF worth $133K as of Q2 2026.
ORG Wealth Partners left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.02% of ORG Wealth Partners's portfolio in Q2 2026, its #266 holding.
ORG Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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