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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Obermeyer Wealth Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 51% in Q1 2026, buying an estimated $1.79M and bringing the position to 34,416 shares worth $5.05M. The position accounts for 0.23% of the portfolio, ranked #47.

Obermeyer Wealth Partners first reported a position in XLV in Q2 2013 and has held it in 3 quarters since. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Obermeyer Wealth Partners held 34,416 shares of State Street Health Care Select Sector SPDR ETF worth $5.05M as of Q1 2026.
  • Obermeyer Wealth Partners bought 11,589 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.79M.
  • State Street Health Care Select Sector SPDR ETF made up 0.23% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #47 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 3 quarters since.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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