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
Other major holders of SDY: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANQUE PICTET & CIE SA, BANK OF AMERICA CORP /DE/
Decreased |
| 74,385 |
-23.4% |
| $10.4M |
| 0.0% |
| $154.56 |
0 |
| 2025-Q4 | Increased | 97,101 | +24.4% | $13.5M | 0.0% | $140.12 | 34 |
| 2025-Q3 | Decreased | 78,079 | -52.2% | $10.9M | 0.0% | $138.29 | 0 |
| 2025-Q2 | Increased | 163,284 | +82.9% | $1.1B | 1.2% | $133.44 | 78 |
| 2025-Q1 | Decreased | 89,275 | -0.9% | $12.1M | 0.0% | $131.57 | 0 |
| 2024-Q4 | Increased | 90,111 | +5.3% | $11.5M | 0.0% | $128.20 | 29 |
| 2024-Q3 | Increased | 85,563 | +13.7% | $12.2M | 0.0% | $136.90 | 32 |
| 2024-Q2 | Decreased | 75,278 | -0.5% | $9.6M | 0.0% | $122.20 | 0 |