Back to Corient Private Wealth LP Corient Private Wealth LP

TOTLTOTL
8 quarters

Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in SSGA ACTIVE ETF TR

Yes. Corient Private Wealth holds 1,704,332 shares of TOTL, worth $67.3M, as of its Q2 2026 13F filing. It increased the position by 371,912 shares (+27.9%) from Q1 2026. Corient Private Wealth has held TOTL since Q3 2024, across 8 quarterly 13F filings. TOTL is 0.1% of Corient Private Wealth's reported 13F portfolio.

Current Value

$67.3M

Current Shares

1.7M

Total Value Change

+$62.8M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.7M
+27.9%
$67.3M0.1%$39.13
37
2026-Q1
Increased
1.3M
+25.5%
$52.8M0.1%$38.55
36
2025-Q4
Increased
1.1M
+72.5%
$42.7M0.1%$38.74
44
2025-Q3
Increased
615,598
+16.9%
$25M0.0%$38.68
33
2025-Q2
Increased
526,738
+28.1%
$21.1M0.0%$37.76
36
2025-Q1
Increased
411,069
+47.1%
$16.6M0.0%$37.45
39
2024-Q4
Increased
279,381
+156.3%
$10.7M0.0%$36.31
45
2024-Q3
New
109,022
-
$4.5M0.0%$37.44
37

Other major holders of TOTL: FMR LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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