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SDY
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Position history for Corient Private Wealth LLC's holdings in SPDR SERIES TRUST

Corient Private Wealth LLC holds 74,385 shares of SDY (SPDR SERIES TRUST), worth $10.4M as of 2026-Q1. The position was decreased (-23.4% shares). SDY represents 0.0% of Corient Private Wealth LLC's portfolio.

Current Value

$10.4M

Current Shares

74,385

Total Value Change

+$845,403

Total Shares Change

-893

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
74,385
-23.4%
$10.4M0.0%$154.56
0
2025-Q4
Increased
97,101
+24.4%
$13.5M0.0%$140.12
34
2025-Q3
Decreased
78,079
-52.2%
$10.9M0.0%$138.29
0
2025-Q2
Increased
163,284
+82.9%
$1.1B1.2%$133.44
78
2025-Q1
Decreased
89,275
-0.9%
$12.1M0.0%$131.57
0
2024-Q4
Increased
90,111
+5.3%
$11.5M0.0%$128.20
29
2024-Q3
Increased
85,563
+13.7%
$12.2M0.0%$136.90
32
2024-Q2
Decreased
75,278
-0.5%
$9.6M0.0%$122.20
0

Other major holders of SDY: BANK OF AMERICA CORP /DE/

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