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Orion Portfolio Solutions’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Orion Portfolio Solutions’s Portfolio KBE Stock Details KBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-757
Closed -$24K – 1292
2020
Q2 		$24K Sell
757
-675
-47% -$20.4K ﹤0.01% 895
2020
Q1 		$39K Sell
1,432
-253,175
-99% -$10.1M ﹤0.01% 648
2019
Q4 		$12M Buy
+254,607
New +$11.5M 0.95% 25

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Orion Portfolio Solutions's KBE Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2020, closing a stake of 757 shares — an estimated $24K sold.

Orion Portfolio Solutions first reported a position in KBE in Q4 2019 and held it in 3 quarters. The position peaked at $12M in Q4 2019. 163 funds tracked by Wall St. Rank hold KBE as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 757 State Street SPDR S&P Bank ETF shares in Q3 2020, an estimated $24K.
  • Orion Portfolio Solutions first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's State Street SPDR S&P Bank ETF position peaked at $12M in Q4 2019.
  • 163 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.