Obermeyer Wealth Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.67M	Sell	50,564 -444	-0.9%	-$25K	0.11%	66
2026 Q2	$2.94M	Sell	51,008 -26,812	-34%	-$1.43M	0.12%	64
2026 Q1	$3.76M	Sell	77,820 -8,633	-10%	-$427K	0.17%	52
2025 Q4	$4.05M	Sell	86,453 -4,312	-5%	-$201K	0.19%	55
2025 Q3	$4.2M	Sell	90,765 -13,477	-13%	-$604K	0.2%	53
2025 Q2	$4.44M	Sell	104,242 -538,112	-84%	-$21.7M	0.22%	49
2025 Q1	$26.2M	Sell	642,354 -41,026	-6%	-$1.81M	1.4%	26
2024 Q4	$30.7M	Sell	683,380 -21,148	-3%	-$984K	1.6%	23
2024 Q3	$32.1M	Sell	704,528 -46,148	-6%	-$2.03M	1.72%	19
2024 Q2	$31.2M	Sell	750,676 -6,281	-0.8%	-$262K	1.79%	19
2024 Q1	$32.6M	Sell	756,957 -305,085	-29%	-$12.6M	1.92%	18
2023 Q4	$44.8M	Buy	1,062,042 +7,702	+0.7%	+$290K	3.06%	11
2023 Q3	$38.9M	Buy	1,054,340 +43,248	+4%	+$1.68M	2.89%	11
2023 Q2	$39.3M	Buy	+1,011,092	New	+$37.6M	2.82%	12

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Obermeyer Wealth Partners's SPSM Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.87% in Q3 2026, selling an estimated $25K and leaving 50,564 shares worth $2.67M. The position accounts for 0.11% of the portfolio, ranked #66.

Obermeyer Wealth Partners first reported a position in SPSM in Q2 2023 and has held it in 14 quarters since. The position peaked at $44.8M in Q4 2023. 302 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Obermeyer Wealth Partners held 50,564 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.67M as of Q3 2026.
Obermeyer Wealth Partners sold 444 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $25K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.11% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #66 holding.
Obermeyer Wealth Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 14 quarters since.
Obermeyer Wealth Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $44.8M in Q4 2023.
302 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.