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 Q3	$1.28M	Buy	6,523 +115	+2%	+$21.2K	0.05%	104
2026 Q2	$1.22M	Hold	6,408	–	–	0.05%	107
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Obermeyer Wealth Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.8% in Q3 2026, buying an estimated $21.2K and bringing the position to 6,523 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #104.

Obermeyer Wealth Partners first reported a position in XLK in Q2 2013 and has held it in 17 quarters since. 2,432 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Obermeyer Wealth Partners held 6,523 shares of State Street Technology Select Sector SPDR ETF worth $1.28M as of Q3 2026.
Obermeyer Wealth Partners bought 115 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $21.2K.
State Street Technology Select Sector SPDR ETF made up 0.05% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #104 holding.
Obermeyer Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 17 quarters since.
2,432 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

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