Corient Private Wealth
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Corient Private Wealth’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Corient Private Wealth’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.02B Buy
2025
Q1 		$754M Buy
2024
Q4 		$659M Buy
2024
Q3 		$640M Buy
2024
Q2 		$576M Buy
2024
Q1 		$544M Sell
2023
Q4 		$513M Buy
2023
Q3 		$451M Buy
2023
Q2 		$409M Buy
2023
Q1 		$309M Buy
2022
Q4 		$288M Buy