Obermeyer Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$852K	Hold	6,408	–	–	0.04%	125
2025 Q4	$923K	Buy	6,408 +200	+3%	+$28.9K	0.04%	120
2025 Q3	$875K	Hold	6,208	–	–	0.04%	122
2025 Q2	$786K	Buy	6,208 +600	+11%	+$66.6K	0.04%	123
2025 Q1	$579K	Buy	5,608 +10	+0.2%	+$1.13K	0.03%	136
2024 Q4	$651K	Buy	5,598 +94	+2%	+$10.9K	0.03%	125
2024 Q3	$621K	Sell	5,504 -930	-14%	-$102K	0.03%	134
2024 Q2	$728K	Buy	6,434 +1,144	+22%	+$120K	0.04%	118
2024 Q1	$551K	Buy	5,290 +200	+4%	+$20.2K	0.03%	134
2023 Q4	$490K	Hold	5,090	–	–	0.03%	116
2023 Q3	$417K	Hold	5,090	–	–	0.03%	124
2023 Q2	$442K	Hold	5,090	–	–	0.03%	127
2023 Q1	$384K	Hold	5,090	–	–	0.03%	133
2022 Q4	$317K	Buy	+5,090	New	+$323K	0.02%	155
2013 Q3	–	Sell	-200	Closed	-$3K	–	291
2013 Q2	$3K	Buy	+200	New	+$3.1K	﹤0.01%	333

Other funds holding XLK

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Obermeyer Wealth Partners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 6,408 shares worth $852K. The position accounts for 0.04% of the portfolio, ranked #125.

Obermeyer Wealth Partners first reported a position in XLK in Q2 2013 and has held it in 15 quarters since. The position peaked at $923K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Obermeyer Wealth Partners held 6,408 shares of State Street Technology Select Sector SPDR ETF worth $852K as of Q1 2026.
Obermeyer Wealth Partners left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.04% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #125 holding.
Obermeyer Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 15 quarters since.
Obermeyer Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $923K in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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