Corient Private Wealth’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $998M | Buy |
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|
2025
Q2 | $1.02B | Buy |
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|
2025
Q1 | $754M | Buy |
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|
2024
Q4 | $659M | Buy |
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|
2024
Q3 | $640M | Buy |
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|
2024
Q2 | $576M | Buy |
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|
2024
Q1 | $544M | Sell |
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|
2023
Q4 | $513M | Buy |
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|
2023
Q3 | $451M | Buy |
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|
2023
Q2 | $409M | Buy |
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|
2023
Q1 | $309M | Buy |
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|
2022
Q4 | $288M | Buy |
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