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Orion Portfolio Solutions’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Orion Portfolio Solutions’s Portfolio EDIV Stock Details EDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,498
Closed -$33K – 2235
2020
Q1 		$33K Buy
+1,498
New +$42.4K ﹤0.01% 690

Other funds holding EDIV

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Orion Portfolio Solutions's EDIV Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q2 2020, closing a stake of 1,498 shares — an estimated $33K sold.

Orion Portfolio Solutions first reported a position in EDIV in Q1 2020 and held it in 1 quarter. The position peaked at $33K in Q1 2020. 74 funds tracked by Wall St. Rank hold EDIV as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,498 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2020, an estimated $33K.
  • Orion Portfolio Solutions first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q1 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $33K in Q1 2020.
  • 74 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.