Corient Private Wealth
SPYG icon

Corient Private Wealth’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Corient Private Wealth’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88M Sell
739,299
-117,531
-14% -$13.4M 0.12% 162
2026
Q1 		$83.1M Sell
856,830
-22,683
-3% -$2.36M 0.12% 162
2025
Q4 		$93.8M Buy
879,513
+53,897
+7% +$5.71M 0.13% 159
2025
Q3 		$85.8M Buy
825,616
+70,423
+9% +$7.01M 0.14% 155
2025
Q2 		$72M Sell
755,193
-164,841
-18% -$14.1M 0.1% 188
2025
Q1 		$73.9M Sell
920,034
-422,463
-31% -$36.9M 0.12% 176
2024
Q4 		$118M Sell
1,342,497
-144,414
-10% -$12.5M 0.2% 118
2024
Q3 		$123M Sell
1,486,911
-38,154
-3% -$3.05M 0.19% 118
2024
Q2 		$122M Sell
1,525,065
-74,715
-5% -$5.58M 0.21% 109
2024
Q1 		$117M Sell
1,599,780
-138,958
-8% -$9.67M 0.21% 113
2023
Q4 		$113M Sell
1,738,738
-40,403
-2% -$2.49M 0.21% 114
2023
Q3 		$105M Sell
1,779,141
-64,944
-4% -$3.98M 0.24% 99
2023
Q2 		$113M Sell
1,844,085
-40,284
-2% -$2.31M 0.26% 95
2023
Q1 		$104M Buy
1,884,369
+275,082
+17% +$14.6M 0.28% 90
2022
Q4 		$81.5M Buy
+1,609,287
New +$83.7M 0.3% 88

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Corient Private Wealth's SPYG Position: Q2 2026 in Review

Corient Private Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 14% in Q2 2026, selling an estimated $13.4M and leaving 739,299 shares worth $88M. The position accounts for 0.12% of the portfolio, ranked #162.

Corient Private Wealth first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $123M in Q3 2024. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Corient Private Wealth held 739,299 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $88M as of Q2 2026.
  • Corient Private Wealth sold 117,531 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $13.4M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.12% of Corient Private Wealth's portfolio in Q2 2026, its #162 holding.
  • Corient Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $123M in Q3 2024.
  • 1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.