Corient Capital Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Corient Capital Partners’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-18,076	Closed	-$717K	–	693
2022 Q2	$717K	Buy	18,076 +2,121	+13%	+$92K	0.05%	276
2022 Q1	$752K	Buy	15,955 +2,292	+17%	+$107K	0.05%	303
2021 Q4	$680K	Sell	13,663 -534	-4%	-$26.1K	0.05%	309
2021 Q3	$655K	Sell	14,197 -89	-0.6%	-$4.2K	0.05%	301
2021 Q2	$674K	Buy	14,286 +16	+0.1%	+$759	0.05%	298
2021 Q1	$653K	Buy	14,270 +1,868	+15%	+$82K	0.06%	264
2020 Q4	$501K	Buy	12,402 +3,381	+37%	+$125K	0.05%	273
2020 Q3	$294K	Buy	+9,021	New	+$296K	0.03%	347

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Corient Capital Partners's SPMD Position: Q3 2022 in Review

Corient Capital Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2022, closing a stake of 18,076 shares — an estimated $717K sold.

Corient Capital Partners first reported a position in SPMD in Q3 2020 and held it in 8 quarters. The position peaked at $752K in Q1 2022. 381 funds tracked by Wall St. Rank hold SPMD as of Q3 2022.

Corient Capital Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2022 after selling out during the quarter.
Corient Capital Partners sold 18,076 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2022, an estimated $717K.
Corient Capital Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and held it in 8 quarters.
Corient Capital Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $752K in Q1 2022.
381 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.