OPS
SMEZ

Orion Portfolio Solutions’s SPDR EURO STOXX Small Cap ETF SMEZ Stock Holding History

Orion Portfolio Solutions’s Portfolio SMEZ Stock Details SMEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-310
Closed -$17K – 2332
2020
Q2 		$17K Hold
310
– – ﹤0.01% 1010
2020
Q1 		$14K Buy
+310
New +$17.5K ﹤0.01% 964

Other funds holding SMEZ

PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of SPDR EURO STOXX Small Cap ETF (SMEZ) in Q3 2020, closing a stake of 310 shares — an estimated $17K sold.

Orion Portfolio Solutions first reported a position in SMEZ in Q1 2020 and held it in 2 quarters. The position peaked at $17K in Q2 2020. 13 funds tracked by Wall St. Rank hold SMEZ as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining SPDR EURO STOXX Small Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 310 SPDR EURO STOXX Small Cap ETF shares in Q3 2020, an estimated $17K.
  • Orion Portfolio Solutions first reported a position in SPDR EURO STOXX Small Cap ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's SPDR EURO STOXX Small Cap ETF position peaked at $17K in Q2 2020.
  • 13 funds tracked by Wall St. Rank held SPDR EURO STOXX Small Cap ETF as of Q3 2020.

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