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

Corient Private Wealth’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.9M	Sell	234,211 -272,939	-54%	-$21.8M	0.03%	418
2025 Q4	$39.6M	Buy	507,150 +255,181	+101%	+$20.3M	0.03%	411
2025 Q3	$19.7M	Buy	251,969 +1,159	+0.5%	+$87.4K	0.03%	390
2025 Q2	$18.2M	Buy	250,810 +74,521	+42%	+$5.01M	0.02%	402
2025 Q1	$11.6M	Sell	176,289 -11,600	-6%	-$802K	0.02%	491
2024 Q4	$13M	Sell	187,889 -40,054	-18%	-$2.78M	0.02%	457
2024 Q3	$15.4M	Buy	227,943 +7,959	+4%	+$518K	0.02%	462
2024 Q2	$14.1M	Sell	219,984 -10,732	-5%	-$661K	0.02%	450
2024 Q1	$14.2M	Sell	230,716 -17,924	-7%	-$1.05M	0.03%	454
2023 Q4	$13.9M	Sell	248,640 -58,995	-19%	-$3.09M	0.03%	458
2023 Q3	$15.5M	Buy	307,635 +48,821	+19%	+$2.55M	0.04%	405
2023 Q2	$13.5M	Buy	258,814 +1,370	+0.5%	+$67.6K	0.03%	419
2023 Q1	$12.4M	Sell	257,444 -31,236	-11%	-$1.47M	0.03%	403
2022 Q4	$13.3M	Buy	+288,680	New	+$13M	0.05%	324

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Corient Private Wealth's SPYM Position: Q1 2026 in Review

Corient Private Wealth reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 54% in Q1 2026, selling an estimated $21.8M and leaving 234,211 shares worth $17.9M. The position accounts for 0.03% of the portfolio, ranked #418.

Corient Private Wealth first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $39.6M in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Corient Private Wealth held 234,211 shares of State Street SPDR Portfolio S&P 500 ETF worth $17.9M as of Q1 2026.
Corient Private Wealth sold 272,939 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $21.8M.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Corient Private Wealth's portfolio in Q1 2026, its #418 holding.
Corient Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $39.6M in Q4 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.