Orion Portfolio Solutions’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,869	Closed	-$222K	–	741
2022 Q2	$222K	Buy	5,869 +1,005	+21%	+$39.6K	0.01%	628
2022 Q1	$204K	Buy	+4,864	New	+$196K	0.01%	678

Other funds holding KIE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Orion Portfolio Solutions's KIE Position: Q3 2022 in Review

Orion Portfolio Solutions sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2022, closing a stake of 5,869 shares — an estimated $222K sold.

Orion Portfolio Solutions first reported a position in KIE in Q1 2022 and held it in 2 quarters. The position peaked at $222K in Q2 2022. 113 funds tracked by Wall St. Rank hold KIE as of Q3 2022.

Orion Portfolio Solutions reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2022 after selling out during the quarter.
Orion Portfolio Solutions sold 5,869 State Street SPDR S&P Insurance ETF shares in Q3 2022, an estimated $222K.
Orion Portfolio Solutions first reported a position in State Street SPDR S&P Insurance ETF in Q1 2022 and held it in 2 quarters.
Orion Portfolio Solutions's State Street SPDR S&P Insurance ETF position peaked at $222K in Q2 2022.
113 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2022.

Based on Orion Portfolio Solutions's 13F filing for Q3 2022, filed 9 Nov 2022.