OWP

Obermeyer Wealth Partners’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$502K	Hold	14,960	–	–	0.03%	162
2025 Q1	$497K	Hold	14,960	–	–	0.03%	152
2024 Q4	$490K	Hold	14,960	–	–	0.03%	153
2024 Q3	$504K	Hold	14,960	–	–	0.03%	153
2024 Q2	$487K	Hold	14,960	–	–	0.03%	147
2024 Q1	$489K	Hold	14,960	–	–	0.03%	144
2023 Q4	$491K	Hold	14,960	–	–	0.03%	115
2023 Q3	$470K	Hold	14,960	–	–	0.04%	115
2023 Q2	$480K	Hold	14,960	–	–	0.03%	122
2023 Q1	$486K	Hold	14,960	–	–	0.04%	116
2022 Q4	$476K	Hold	14,960	–	–	0.04%	118
2022 Q3	$469K	Hold	14,960	–	–	0.04%	119
2022 Q2	$488K	Hold	14,960	–	–	0.04%	114
2022 Q1	$511K	Hold	14,960	–	–	0.03%	123
2021 Q4	$541K	Buy	+14,960	New	+$541K	0.03%	122
2021 Q3	–	Sell	-14,960	Closed	-$549K	–	225
2021 Q2	$549K	Hold	14,960	–	–	0.03%	120
2021 Q1	$542K	Hold	14,960	–	–	0.03%	118
2020 Q4	$556K	Hold	14,960	–	–	0.04%	79
2020 Q3	$550K	Hold	14,960	–	–	0.04%	81
2020 Q2	$546K	Hold	14,960	–	–	0.05%	74
2020 Q1	$509K	Hold	14,960	–	–	0.05%	65
2019 Q4	$528K	Hold	14,960	–	–	0.05%	77
2019 Q3	$528K	Hold	14,960	–	–	0.05%	76
2019 Q2	$523K	Hold	14,960	–	–	0.05%	76
2019 Q1	$511K	Hold	14,960	–	–	0.05%	74
2018 Q4	$494K	Hold	14,960	–	–	0.05%	74
2018 Q3	$498K	Buy	+14,960	New	+$498K	0.04%	78