Obermeyer Wealth Partners’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,984	Closed	-$240K	–	317
2026 Q1	$240K	Hold	7,984	–	–	0.01%	266
2025 Q4	$241K	Hold	7,984	–	–	0.01%	260
2025 Q3	$242K	Hold	7,984	–	–	0.01%	261
2025 Q2	$241K	Hold	7,984	–	–	0.01%	249
2025 Q1	$240K	Hold	7,984	–	–	0.01%	232
2024 Q4	$238K	Hold	7,984	–	–	0.01%	228
2024 Q3	$242K	Hold	7,984	–	–	0.01%	223
2024 Q2	$237K	Hold	7,984	–	–	0.01%	213
2024 Q1	$238K	Hold	7,984	–	–	0.01%	220
2023 Q4	$238K	Hold	7,984	–	–	0.02%	196
2023 Q3	$234K	Hold	7,984	–	–	0.02%	186
2023 Q2	$235K	Hold	7,984	–	–	0.02%	188
2023 Q1	$237K	Hold	7,984	–	–	0.02%	189
2022 Q4	$235K	Hold	7,984	–	–	0.02%	195
2022 Q3	$233K	Hold	7,984	–	–	0.02%	181
2022 Q2	$237K	Hold	7,984	–	–	0.02%	178
2022 Q1	$241K	Hold	7,984	–	–	0.01%	197
2021 Q4	$247K	Buy	+7,984	New	+$248K	0.01%	196
2021 Q3	–	Sell	-7,984	Closed	-$250K	–	226
2021 Q2	$250K	Hold	7,984	–	–	0.01%	185
2021 Q1	$250K	Hold	7,984	–	–	0.02%	178
2020 Q4	$251K	Hold	7,984	–	–	0.02%	128
2020 Q3	$250K	Hold	7,984	–	–	0.02%	121
2020 Q2	$250K	Hold	7,984	–	–	0.02%	117
2020 Q1	$242K	Hold	7,984	–	–	0.03%	103
2019 Q4	$246K	Hold	7,984	–	–	0.02%	112
2019 Q3	$246K	Hold	7,984	–	–	0.02%	109
2019 Q2	$246K	Hold	7,984	–	–	0.02%	105
2019 Q1	$244K	Hold	7,984	–	–	0.02%	107
2018 Q4	$241K	Hold	7,984	–	–	0.02%	103
2018 Q3	$241K	Buy	+7,984	New	+$241K	0.02%	111

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Obermeyer Wealth Partners sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2026, closing a stake of 7,984 shares — an estimated $240K sold.

Obermeyer Wealth Partners first reported a position in SPSB in Q3 2018 and held it in 30 quarters. The position peaked at $251K in Q4 2020. 576 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

Obermeyer Wealth Partners reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Obermeyer Wealth Partners sold 7,984 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $240K.
Obermeyer Wealth Partners first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2018 and held it in 30 quarters.
Obermeyer Wealth Partners's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $251K in Q4 2020.
576 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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