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 Q1	$27.8M	Sell	480,568 -464,856	-49%	-$28.3M	0.04%	332
2025 Q4	$54.7M	Buy	945,424 +492,506	+109%	+$28.3M	0.04%	340
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 $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Corient Private Wealth reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 49% in Q1 2026, selling an estimated $28.3M and leaving 480,568 shares worth $27.8M. The position accounts for 0.04% of the portfolio, ranked #332.

Corient Private Wealth first reported a position in SPMD in Q4 2022 and has held it in 14 quarters since. The position peaked at $54.7M in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Corient Private Wealth held 480,568 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $27.8M as of Q1 2026.
Corient Private Wealth sold 464,856 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $28.3M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Corient Private Wealth's portfolio in Q1 2026, its #332 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 14 quarters since.
Corient Private Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $54.7M in Q4 2025.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

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