Obermeyer Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.39M	Sell	33,946 -470	-1%	-$69.9K	0.22%	44
2026 Q1	$5.05M	Buy	34,416 +11,589	+51%	+$1.79M	0.23%	47
2025 Q4	$3.53M	Buy	+22,827	New	+$3.42M	0.16%	56
2013 Q3	–	Sell	-70	Closed	-$3K	–	293
2013 Q2	$3K	Buy	+70	New	+$3.35K	﹤0.01%	334

Other funds holding XLV

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Obermeyer Wealth Partners's XLV Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.4% in Q2 2026, selling an estimated $69.9K and leaving 33,946 shares worth $5.39M. The position accounts for 0.22% of the portfolio, ranked #44.

Obermeyer Wealth Partners first reported a position in XLV in Q2 2013 and has held it in 4 quarters since. 1,857 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Obermeyer Wealth Partners held 33,946 shares of State Street Health Care Select Sector SPDR ETF worth $5.39M as of Q2 2026.
Obermeyer Wealth Partners sold 470 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $69.9K.
State Street Health Care Select Sector SPDR ETF made up 0.22% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #44 holding.
Obermeyer Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 4 quarters since.
1,857 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.