Obermeyer Wealth Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$218K Hold
2,000
0.01% 282
2025
Q4
$239K Hold
2,000
0.01% 262
2025
Q3
$240K Hold
2,000
0.01% 262
2025
Q2
$217K Buy
+2,000
New +$205K 0.01% 263
2025
Q1
Sell
-2,000
Closed -$224K 281
2024
Q4
$224K Hold
2,000
0.01% 234
2024
Q3
$200K Buy
+2,000
New +$187K 0.01% 252
2024
Q2
Sell
-2,400
Closed -$221K 267
2024
Q1
$221K Buy
+2,400
New +$214K 0.01% 230

Other funds holding XLY

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

Obermeyer Wealth Partners held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 2,000 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #282.

Obermeyer Wealth Partners first reported a position in XLY in Q1 2024 and has held it in 7 quarters since. The position peaked at $240K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Obermeyer Wealth Partners held 2,000 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $218K as of Q1 2026.
  • Obermeyer Wealth Partners left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #282 holding.
  • Obermeyer Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and has held it in 7 quarters since.
  • Obermeyer Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $240K in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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