Corient Private Wealth
SPGM icon

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
Q2 		$2.58M Buy
30,105
+45
+0.1% +$3.75K ﹤0.01% 1230
2026
Q1 		$2.28M Hold
30,060
– – ﹤0.01% 1196
2025
Q4 		$2.31M Buy
30,060
+65
+0.2% +$4.94K ﹤0.01% 1075
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

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

Corient Private Wealth increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 0.15% in Q2 2026, buying an estimated $3.75K and bringing the position to 30,105 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Corient Private Wealth first reported a position in SPGM in Q4 2022 and has held it in 15 quarters since. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

  • Corient Private Wealth held 30,105 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $2.58M as of Q2 2026.
  • Corient Private Wealth bought 45 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $3.75K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1230 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 15 quarters since.
  • 179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

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