Corient Private Wealth’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Corient Private Wealth’s Portfolio SPGM Stock Details SPGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.28M	Sell	30,060 -30,060	-50%	-$2.36M	﹤0.01%	1196
2025 Q4	$4.61M	Buy	60,120 +30,125	+100%	+$2.29M	﹤0.01%	1086
2025 Q3	$2.25M	Sell	29,995 -133	-0.4%	-$9.54K	﹤0.01%	1011
2025 Q2	$2.08M	Buy	30,128 +52	+0.2%	+$3.34K	﹤0.01%	1021
2025 Q1	$1.88M	Sell	30,076 -786	-3%	-$50.7K	﹤0.01%	999
2024 Q4	$1.95M	Buy	30,862 +75	+0.2%	+$4.86K	﹤0.01%	1015
2024 Q3	$1.99M	Buy	30,787 +1	+0%	+$62	﹤0.01%	1096
2024 Q2	$1.87M	Buy	30,786 +60	+0.2%	+$3.57K	﹤0.01%	1051
2024 Q1	$1.83M	Sell	30,726 -949	-3%	-$54.1K	﹤0.01%	1060
2023 Q4	$1.75M	Buy	31,675 +78	+0.2%	+$4.05K	﹤0.01%	1064
2023 Q3	$1.6M	Sell	31,597 -1	-0%	-$52	﹤0.01%	999
2023 Q2	$1.65M	Buy	31,598 +1,350	+4%	+$68.4K	﹤0.01%	961
2023 Q1	$1.51M	Sell	30,248 -2,516	-8%	-$123K	﹤0.01%	941
2022 Q4	$1.53M	Buy	+32,764	New	+$1.52M	0.01%	789

Other funds holding SPGM

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

PAG

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

Schaeffer Financial Rockville, Maryland $119M AUM 12.28% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Corient Private Wealth's SPGM Position: Q1 2026 in Review

Corient Private Wealth reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 50% in Q1 2026, selling an estimated $2.36M and leaving 30,060 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Corient Private Wealth first reported a position in SPGM in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.61M in Q4 2025. 172 funds tracked by Wall St. Rank hold SPGM as of Q1 2026.

Corient Private Wealth held 30,060 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $2.28M as of Q1 2026.
Corient Private Wealth sold 30,060 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2026, an estimated $2.36M.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1196 holding.
Corient Private Wealth first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $4.61M in Q4 2025.
172 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.