Corient Private Wealth
SPSB icon

Corient Private Wealth’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Corient Private Wealth’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.15M Sell
74,994
-66,992
-47% -$2.02M ﹤0.01% 1228
2025
Q4 		$4.29M Buy
141,986
+62,572
+79% +$1.89M ﹤0.01% 1130
2025
Q3 		$2.41M Buy
79,414
+7,261
+10% +$219K ﹤0.01% 983
2025
Q2 		$2.18M Sell
72,153
-3,375
-4% -$101K ﹤0.01% 1007
2025
Q1 		$2.27M Buy
75,528
+3,354
+5% +$100K ﹤0.01% 930
2024
Q4 		$2.16M Sell
72,174
-3,632
-5% -$109K ﹤0.01% 971
2024
Q3 		$2.3M Buy
75,806
+2,874
+4% +$86.2K ﹤0.01% 1033
2024
Q2 		$2.17M Sell
72,932
-7,143
-9% -$212K ﹤0.01% 990
2024
Q1 		$2.38M Sell
80,075
-56,686
-41% -$1.69M ﹤0.01% 949
2023
Q4 		$4.07M Buy
136,761
+45,170
+49% +$1.33M 0.01% 751
2023
Q3 		$2.69M Buy
91,591
+66,182
+260% +$1.94M 0.01% 813
2023
Q2 		$748K Sell
25,409
-18,981
-43% -$560K ﹤0.01% 1263
2023
Q1 		$1.32M Buy
44,390
+6,974
+19% +$206K ﹤0.01% 988
2022
Q4 		$1.1M Buy
+37,416
New +$1.1M ﹤0.01% 881

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

Corient Private Wealth reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 47% in Q1 2026, selling an estimated $2.02M and leaving 74,994 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Corient Private Wealth first reported a position in SPSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.29M in Q4 2025. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Corient Private Wealth held 74,994 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $2.15M as of Q1 2026.
  • Corient Private Wealth sold 66,992 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $2.02M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1228 holding.
  • Corient Private Wealth first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $4.29M in Q4 2025.
  • 571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

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