Corient Private Wealth
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Corient Private Wealth’s 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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,078
Closed -$254K – 2509
2024
Q2 		$254K Sell
10,078
-710
-7% -$17.9K ﹤0.01% 1996
2024
Q1 		$273K Buy
10,788
+710
+7% +$17.9K ﹤0.01% 1938
2023
Q4 		$258K Buy
+10,078
New +$258K ﹤0.01% 1943