Obermeyer Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Obermeyer Wealth Partners’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$746K	Buy	12,137 +1,337	+12%	+$81K	0.03%	143
2026 Q2	$574K	Hold	10,800	–	–	0.02%	165
2026 Q1	$662K	Hold	10,800	–	–	0.03%	143
2025 Q4	$483K	Sell	10,800 -332	-3%	-$14.8K	0.02%	174
2025 Q3	$497K	Sell	11,132 -480	-4%	-$21K	0.02%	172
2025 Q2	$492K	Buy	11,612 +480	+4%	+$20K	0.02%	166
2025 Q1	$520K	Hold	11,132	–	–	0.03%	148
2024 Q4	$477K	Buy	11,132 +1,100	+11%	+$50K	0.02%	160
2024 Q3	$440K	Buy	10,032 +176	+2%	+$7.87K	0.02%	165
2024 Q2	$449K	Sell	9,856 -2,094	-18%	-$97.5K	0.03%	156
2024 Q1	$564K	Hold	11,950	–	–	0.03%	133
2023 Q4	$501K	Hold	11,950	–	–	0.03%	111
2023 Q3	$540K	Hold	11,950	–	–	0.04%	103
2023 Q2	$485K	Hold	11,950	–	–	0.03%	121
2023 Q1	$495K	Buy	11,950 +4,200	+54%	+$180K	0.04%	115
2022 Q4	$339K	Hold	7,750	–	–	0.03%	146
2022 Q3	$279K	Buy	+7,750	New	+$293K	0.02%	159

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Obermeyer Wealth Partners's XLE Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q3 2026, buying an estimated $81K and bringing the position to 12,137 shares worth $746K. The position accounts for 0.03% of the portfolio, ranked #143.

Obermeyer Wealth Partners first reported a position in XLE in Q3 2022 and has held it in 17 quarters since. 1,295 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Obermeyer Wealth Partners held 12,137 shares of State Street Energy Select Sector SPDR ETF worth $746K as of Q3 2026.
Obermeyer Wealth Partners bought 1,337 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $81K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #143 holding.
Obermeyer Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2022 and has held it in 17 quarters since.
1,295 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.