Corient Private Wealth
SPTM icon

Corient Private Wealth’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Corient Private Wealth’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.34M Sell
68,030
-47,428
-41% -$3.92M 0.01% 822
2025
Q4 		$9.53M Buy
115,458
+57,596
+100% +$4.71M 0.01% 795
2025
Q3 		$4.66M Buy
57,862
+198
+0.3% +$15.4K 0.01% 740
2025
Q2 		$4.32M Sell
57,664
-4,374
-7% -$304K 0.01% 741
2025
Q1 		$4.22M Sell
62,038
-3,359
-5% -$240K 0.01% 729
2024
Q4 		$4.67M Buy
65,397
+5,762
+10% +$415K 0.01% 721
2024
Q3 		$4.18M Sell
59,635
-12,054
-17% -$814K 0.01% 805
2024
Q2 		$4.76M Buy
71,689
+4,809
+7% +$308K 0.01% 721
2024
Q1 		$4.29M Sell
66,880
-4,486
-6% -$274K 0.01% 751
2023
Q4 		$4.17M Sell
71,366
-5,637
-7% -$308K 0.01% 744
2023
Q3 		$4.04M Sell
77,003
-2,034
-3% -$111K 0.01% 688
2023
Q2 		$4.3M Sell
79,037
-2,207
-3% -$114K 0.01% 669
2023
Q1 		$4.1M Sell
81,244
-655
-0.8% -$32.3K 0.01% 645
2022
Q4 		$3.87M Buy
+81,899
New +$3.89M 0.01% 555

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return