Corient Private Wealth LLC
Position in XSW — State Street(R) SPDR(R) S&P(R) Software & Services ETF
CIK 1948780
MIAMI, FL
All Filings in XSW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 XSW | $1,508,148 | 8,778 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 XSW | $1,357,588 | 9,541 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 XSW | $3,572,315 | 19,089 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 XSW | $3,775,040 | 19,089 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||