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Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in SPDR INDEX SHS FDS

Corient Private Wealth LP holds 30,105 shares of SPGM (SPDR INDEX SHS FDS), worth $2.6M as of 2026-Q2. The position was increased (+0.1% shares). SPGM represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$2.6M

Current Shares

30,105

Total Value Change

+$585,024

Total Shares Change

-682

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
30,105
+0.1%
$2.6M0.0%$85.67
26
2026-Q1
Decreased
30,060
-50.0%
$2.3M0.0%$78.35
0
2025-Q4
Increased
60,120
+100.4%
$4.6M0.0%$77.19
43
2025-Q3
Decreased
29,995
-0.4%
$2.2M0.0%$73.77
0
2025-Q2
Increased
30,128
+0.2%
$2.1M0.0%$67.95
26
2025-Q1
Decreased
30,076
-2.5%
$1.9M0.0%$61.16
0
2024-Q4
Increased
30,862
+0.2%
$2M0.0%$62.25
26
2024-Q3
Increased
30,787
0.0%
$2M0.0%$62.74
26

Other major holders of SPGM: LPL Financial LLC, Sequoia Financial Advisors, LLC

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