Corient Private Wealth’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.1M	Buy	489,744 +9,176	+2%	+$590K	0.05%	304
2026 Q1	$27.8M	Buy	480,568 +7,856	+2%	+$478K	0.04%	332
2025 Q4	$27.4M	Buy	472,712 +19,794	+4%	+$1.14M	0.04%	337
2025 Q3	$25.9M	Buy	452,918 +29,466	+7%	+$1.66M	0.04%	346
2025 Q2	$23M	Buy	423,452 +34,636	+9%	+$1.78M	0.03%	365
2025 Q1	$19.9M	Buy	388,816 +2,438	+0.6%	+$133K	0.03%	391
2024 Q4	$20.6M	Buy	386,378 +20,800	+6%	+$1.17M	0.03%	388
2024 Q3	$20M	Buy	365,578 +3,553	+1%	+$188K	0.03%	424
2024 Q2	$18.6M	Buy	362,025 +7,699	+2%	+$397K	0.03%	397
2024 Q1	$18.9M	Buy	354,326 +15,978	+5%	+$795K	0.03%	403
2023 Q4	$16.5M	Buy	338,348 +172,445	+104%	+$7.68M	0.03%	422
2023 Q3	$7.61M	Buy	165,903 +51,308	+45%	+$2.36M	0.02%	537
2023 Q2	$5.26M	Buy	114,595 +3,921	+4%	+$171K	0.01%	621
2023 Q1	$4.86M	Buy	110,674 +34,521	+45%	+$1.55M	0.01%	606
2022 Q4	$4.45M	Buy	+76,153	New	+$3.23M	0.02%	525

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Corient Private Wealth increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.9% in Q2 2026, buying an estimated $590K and bringing the position to 489,744 shares worth $33.1M. The position accounts for 0.05% of the portfolio, ranked #304.

Corient Private Wealth first reported a position in SPMD in Q4 2022 and has held it in 15 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Corient Private Wealth held 489,744 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $33.1M as of Q2 2026.
Corient Private Wealth bought 9,176 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $590K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Corient Private Wealth's portfolio in Q2 2026, its #304 holding.
Corient Private Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 15 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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