Corient Private Wealth
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Corient Private Wealth’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Corient Private Wealth’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78M Sell
1,548,902
-144,240
-9% -$7.15M 0.11% 177
2026
Q1 		$77.3M Buy
1,693,142
+71,531
+4% +$3.36M 0.11% 171
2025
Q4 		$72M Buy
1,621,611
+962,565
+146% +$42.1M 0.1% 193
2025
Q3 		$28.2M Buy
659,046
+167,979
+34% +$6.96M 0.04% 332
2025
Q2 		$19.9M Sell
491,067
-11,751
-2% -$450K 0.03% 392
2025
Q1 		$18.3M Buy
502,818
+162,802
+48% +$5.88M 0.03% 404
2024
Q4 		$11.6M Sell
340,016
-45,647
-12% -$1.63M 0.02% 481
2024
Q3 		$14.5M Buy
385,663
+41,472
+12% +$1.5M 0.02% 476
2024
Q2 		$12.1M Sell
344,191
-13,513
-4% -$481K 0.02% 484
2024
Q1 		$12.8M Sell
357,704
-57,751
-14% -$1.98M 0.02% 469
2023
Q4 		$14.1M Sell
415,455
-126,173
-23% -$4.01M 0.03% 454
2023
Q3 		$16.8M Buy
541,628
+89,938
+20% +$2.9M 0.04% 383
2023
Q2 		$14.7M Buy
451,690
+90,506
+25% +$2.95M 0.03% 404
2023
Q1 		$11.6M Buy
361,184
+233,402
+183% +$7.37M 0.03% 413
2022
Q4 		$3.79M Buy
+127,782
New +$3.67M 0.01% 560

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Corient Private Wealth reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 8.5% in Q2 2026, selling an estimated $7.15M and leaving 1,548,902 shares worth $78M. The position accounts for 0.11% of the portfolio, ranked #177.

Corient Private Wealth first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. 1,228 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Corient Private Wealth held 1,548,902 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $78M as of Q2 2026.
  • Corient Private Wealth sold 144,240 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $7.15M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.11% of Corient Private Wealth's portfolio in Q2 2026, its #177 holding.
  • Corient Private Wealth first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,228 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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