Corient IA’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Corient IA’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
2026 Q1	$1.79M	Buy	+2,750	New	+$1.87M	1.68%	5

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

Corient IA's SPY Position: Q1 2026 in Review

Corient IA opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026: 2,750 shares worth $1.79M. The stake represents 1.68% of the portfolio and ranks #5 among its holdings.

4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Corient IA held 2,750 shares of State Street SPDR S&P 500 ETF Trust worth $1.79M as of Q1 2026.
State Street SPDR S&P 500 ETF Trust was a new Corient IA position in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 1.68% of Corient IA's portfolio in Q1 2026, its #5 holding.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.