Corient Private Wealth
SPXC icon

Corient Private Wealth’s SPX Corp SPXC Stock Holding History

Corient Private Wealth’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$454K Sell
2,272
-4,193
-65% -$901K ﹤0.01% 2084
2025
Q4 		$1.3M Sell
6,465
-1,016
-14% -$207K ﹤0.01% 1755
2025
Q3 		$1.4M Buy
7,481
+2,090
+39% +$386K ﹤0.01% 1254
2025
Q2 		$904K Sell
5,391
-22,003
-80% -$3.22M ﹤0.01% 1412
2025
Q1 		$3.53M Buy
27,394
+577
+2% +$82.6K 0.01% 787
2024
Q4 		$3.9M Sell
26,817
-4,985
-16% -$804K 0.01% 773
2024
Q3 		$5.07M Sell
31,802
-1,788
-5% -$270K 0.01% 744
2024
Q2 		$4.77M Buy
33,590
+19,831
+144% +$2.62M 0.01% 716
2024
Q1 		$1.69M Sell
13,759
-20,848
-60% -$2.26M ﹤0.01% 1106
2023
Q4 		$3.5M Buy
34,607
+12,797
+59% +$1.11M 0.01% 803
2023
Q3 		$1.78M Sell
21,810
-2,303
-10% -$185K ﹤0.01% 961
2023
Q2 		$2.05M Buy
+24,113
New +$1.8M ﹤0.01% 890

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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return