Orion Portfolio Solutions’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Orion Portfolio Solutions’s Portfolio EMHC Stock Details EMHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$498K	Buy	20,628 +10,032	+95%	+$242K	﹤0.01%	1426
2024 Q4	$252K	Buy	10,596 +327	+3%	+$7.96K	﹤0.01%	1640
2024 Q3	$258K	Sell	10,269 -1,838	-15%	-$45K	﹤0.01%	1598
2024 Q2	$288K	Buy	12,107 +3,349	+38%	+$79.8K	﹤0.01%	1472
2024 Q1	$212K	Sell	8,758 -3,235	-27%	-$77.5K	﹤0.01%	1599
2023 Q4	$286K	Buy	+11,993	New	+$276K	﹤0.01%	1426

Other funds holding EMHC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Orion Portfolio Solutions's EMHC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 95% in Q1 2025, buying an estimated $242K and bringing the position to 20,628 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Orion Portfolio Solutions first reported a position in EMHC in Q4 2023 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold EMHC as of Q1 2025.

Orion Portfolio Solutions held 20,628 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $498K as of Q1 2025.
Orion Portfolio Solutions bought 10,032 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2025, an estimated $242K.
State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1426 holding.
Orion Portfolio Solutions first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q4 2023 and has held it in 6 quarters since.
76 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.