OWP

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
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	+$247K	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