Obermeyer Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,500	Closed	-$10.3K	–	302
2025 Q2	$10.3K	Buy	+3,500	New	+$2M	﹤0.01%	279
2019 Q4	–	Sell	-4,300	Closed	-$1K	–	136
2019 Q3	$1K	Buy	+4,300	New	+$1.27M	﹤0.01%	122

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Obermeyer Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.4% in Q1 2026, buying an estimated $617K and bringing the position to 21,756 shares worth $14.1M. The position accounts for 0.65% of the portfolio, ranked #35.

Obermeyer Wealth Partners first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.2M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Obermeyer Wealth Partners held 21,756 shares of State Street SPDR S&P 500 ETF Trust worth $14.1M as of Q1 2026.
Obermeyer Wealth Partners bought 908 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $617K.
State Street SPDR S&P 500 ETF Trust made up 0.65% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #35 holding.
Obermeyer Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
Obermeyer Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $14.2M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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