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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Obermeyer Wealth Partners's XLE Position: Q1 2026 in Review

Obermeyer Wealth Partners held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 10,800 shares worth $662K. 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 15 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Obermeyer Wealth Partners held 10,800 shares of State Street Energy Select Sector SPDR ETF worth $662K as of Q1 2026.
Obermeyer Wealth Partners left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q1 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 15 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.