ORG Wealth Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.27K	Hold	62	–	–	﹤0.01%	558
2026 Q1	$6.76K	Hold	62	–	–	﹤0.01%	532
2025 Q4	$7.4K	Hold	62	–	–	﹤0.01%	488
2025 Q3	$7.43K	Hold	62	–	–	﹤0.01%	491
2025 Q2	$6.77K	Hold	62	–	–	﹤0.01%	519
2025 Q1	$6.18K	Hold	62	–	–	﹤0.01%	588
2024 Q4	$6.95K	Hold	62	–	–	﹤0.01%	395
2024 Q3	$6.21K	Buy	+62	New	+$5.8K	﹤0.01%	388

Other funds holding XLY

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

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

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

ORG Wealth Partners held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 62 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

ORG Wealth Partners first reported a position in XLY in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.43K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

ORG Wealth Partners held 62 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $7.27K as of Q2 2026.
ORG Wealth Partners left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #558 holding.
ORG Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7.43K in Q3 2025.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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