Obermeyer Wealth Partners's ownership history for SPY

Obermeyer Wealth Partners currently holds 19.7K shares with a market value of $13.1M. It started holding SPY on 2024-09-30. At its peak, it held 19.7K shares on 2025-09-30. Its highest holding value was $13.1M on 2025-09-30. At its lowest, it held 13.4K shares on 2024-09-30, with a value of $7.7M on 2024-09-30. In the recent 180 days, Obermeyer Wealth Partners has increased its shares by 2.4K. In the recent year, Obermeyer Wealth Partners has increased its shares by 6.2K.

It has also owned 35 contracts of puts, with the market value of the underlying securities totaling $10.3K on 2025-06-30. At its peak, it held 35 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $10.3K on 2025-06-30. At its lowest, it held 35 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $10.3K on 2025-06-30.