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Orion Portfolio Solutions’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

Orion Portfolio Solutions’s Portfolio SPLB Stock Details SPLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-19
Closed -$1K – 1810
2020
Q2 		$1K Hold
19
– – ﹤0.01% 2077
2020
Q1 		$1K Buy
+19
New +$572 ﹤0.01% 1807

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2020, closing a stake of 19 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in SPLB in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 108 funds tracked by Wall St. Rank hold SPLB as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 19 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1K in Q2 2020.
  • 108 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2020.

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