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SPY
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Position history for Corient Private Wealth LLC's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

Corient Private Wealth LLC holds 1.5M shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $965.5M as of 2026-Q1. The position was decreased (-94.5% shares). SPY represents 1.4% of Corient Private Wealth LLC's portfolio.

Current Value

$965.5M

Current Shares

1.5M

Total Value Change

+$389.4M

Total Shares Change

+484,657

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.5M
-94.5%
$965.5M1.4%$680.33
0
2025-Q4
Increased
28.3M
+1784.8%
$1B1.4%$687.01
81
2025-Q3
Decreased
1.5M
-44.7%
$998.4M1.6%$661.72
0
2025-Q2
Increased
2.7M
+101.6%
$2B2.1%$611.40
88
2025-Q1
Increased
1.3M
+13.8%
$754.1M1.2%$550.86
57
2024-Q4
Increased
1.2M
+5.9%
$658.9M1.1%$581.39
53
2024-Q3
Increased
1.1M
+5.7%
$640.3M1.0%$562.94
47
2024-Q2
Increased
1.1M
+1.7%
$576.2M1.0%$534.46
50

Other major holders of SPY: JPMORGAN CHASE & CO

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