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Orion Portfolio Solutions’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Orion Portfolio Solutions’s Portfolio SHE Stock Details SHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-56
Closed -$4K – 1763
2020
Q2 		$4K Hold
56
– – ﹤0.01% 1579
2020
Q1 		$3K Buy
+56
New +$4.05K ﹤0.01% 1491

Other funds holding SHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2020, closing a stake of 56 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in SHE in Q1 2020 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 58 funds tracked by Wall St. Rank hold SHE as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 56 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $4K in Q2 2020.
  • 58 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2020.

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