OWP
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ORG Wealth Partners’s Health Care Select Sector SPDR Fund XLV Stock Holding History

ORG Wealth Partners’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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 +$129K 0.04% 158