Corient Private Wealth
SPAB icon

Corient Private Wealth’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Corient Private Wealth’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.54M Sell
295,549
-291,216
-50% -$7.43M 0.01% 733
2026
Q1 		$15M Sell
586,765
-152,834
-21% -$3.94M 0.02% 478
2025
Q4 		$19M Buy
+739,599
New +$19.1M 0.03% 416
2024
Q3 		– Sell
-10,078
Closed -$254K – 2556
2024
Q2 		$254K Sell
10,078
-710
-7% -$17.7K ﹤0.01% 2002
2024
Q1 		$273K Buy
10,788
+710
+7% +$17.9K ﹤0.01% 1944
2023
Q4 		$258K Buy
+10,078
New +$248K ﹤0.01% 1945

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Corient Private Wealth's SPAB Position: Q2 2026 in Review

Corient Private Wealth reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 50% in Q2 2026, selling an estimated $7.43M and leaving 295,549 shares worth $7.54M. The position accounts for 0.01% of the portfolio, ranked #733.

Corient Private Wealth first reported a position in SPAB in Q4 2023 and has held it in 6 quarters since. The position peaked at $19M in Q4 2025. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Corient Private Wealth held 295,549 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $7.54M as of Q2 2026.
  • Corient Private Wealth sold 291,216 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $7.43M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #733 holding.
  • Corient Private Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Corient Private Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $19M in Q4 2025.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.