OARSMAN CAPITAL, INC. SPSM holdings history
SS SPDR P S&P 600 SMALL CAP · CUSIP 78468R853 · CIK 1569667
As of 2026-06-30, OARSMAN CAPITAL, INC. reported 583.51K SPSM (shares), valued at $33.65M, or 3.56% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares increased 6.17%; reported value increased 26.72%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.56% | 583,514 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 3.30% | 549,596 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 2.98% | 489,940 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 3.03% | 466,303 | SEC filing ↗Filed Nov 21, 2025 |
| Q2 2025 | 2.88% | 431,350 | SEC filing ↗Filed Aug 1, 2025 |
| Q1 2025 | 2.53% | 345,589 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 2.36% | 300,881 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 2.25% | 267,431 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 2.28% | 248,867 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 2.32% | 225,844 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 2.11% | 188,684 | SEC filing ↗Filed Feb 16, 2024 |
| Q3 2023 | 1.77% | 114,493 | SEC filing ↗Filed Oct 27, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.77% | 114,493 | $4.22M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 27, 2023 |
| Q4 2023 | 2.11% | 188,684 | $7.96M | Shares increased 64.80%; reported value increased 88.38%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 16, 2024 |
| Q1 2024 | 2.32% | 225,844 | $9.72M | Shares increased 19.69%; reported value increased 22.13%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 2.28% | 248,867 | $10.34M | Shares increased 10.19%; reported value increased 6.33%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 2.25% | 267,431 | $12.17M | Shares increased 7.46%; reported value increased 17.76%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 2.36% | 300,881 | $13.52M | Shares increased 12.51%; reported value increased 11.05%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 2.53% | 345,589 | $14.09M | Shares increased 14.86%; reported value increased 4.22%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 2.88% | 431,350 | $18.38M | Shares increased 24.82%; reported value increased 30.45%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2025 |
| Q3 2025 | 3.03% | 466,303 | $21.60M | Shares increased 8.10%; reported value increased 17.54%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 21, 2025 |
| Q4 2025 | 2.98% | 489,940 | $22.96M | Shares increased 5.07%; reported value increased 6.29%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 3.30% | 549,596 | $26.56M | Shares increased 12.18%; reported value increased 15.67%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 3.56% | 583,514 | $33.65M | Shares increased 6.17%; reported value increased 26.72%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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