Orion Portfolio Solutions’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-380	Closed	-$11K	–	1771
2020 Q2	$11K	Buy	+380	New	+$10.2K	﹤0.01%	1179

Other funds holding SIMS

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

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

SFSIG

San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q3 2020, closing a stake of 380 shares — an estimated $11K sold.

Orion Portfolio Solutions first reported a position in SIMS in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 10 funds tracked by Wall St. Rank hold SIMS as of Q3 2020.

Orion Portfolio Solutions reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q3 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 380 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q3 2020, an estimated $11K.
Orion Portfolio Solutions first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q2 2020 and held it in 1 quarter.
Orion Portfolio Solutions's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $11K in Q2 2020.
10 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q3 2020.

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