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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Obermeyer Wealth Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 10% in Q1 2026, selling an estimated $427K and leaving 77,820 shares worth $3.76M. The position accounts for 0.17% of the portfolio, ranked #52.

Obermeyer Wealth Partners first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $44.8M in Q4 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Obermeyer Wealth Partners held 77,820 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.76M as of Q1 2026.
Obermeyer Wealth Partners sold 8,633 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $427K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.17% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #52 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 12 quarters since.
Obermeyer Wealth Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $44.8M in Q4 2023.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

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