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Orion Portfolio Solutions’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Orion Portfolio Solutions’s Portfolio KCE Stock Details KCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-42
Closed -$2K – 1296
2020
Q2 		$2K Hold
42
– – ﹤0.01% 1781
2020
Q1 		$2K Hold
42
– – ﹤0.01% 1587
2019
Q4 		$2K Buy
+42
New +$2.39K ﹤0.01% 1523

Other funds holding KCE

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q3 2020, closing a stake of 42 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in KCE in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 18 funds tracked by Wall St. Rank hold KCE as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 42 State Street SPDR S&P Capital Markets ETF shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's State Street SPDR S&P Capital Markets ETF position peaked at $2K in Q2 2020.
  • 18 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q3 2020.

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