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Orion Portfolio Solutions’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Orion Portfolio Solutions’s Portfolio XHS Stock Details XHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-318
Closed -$22K – 2079
2020
Q2 		$22K Buy
+318
New +$20.5K ﹤0.01% 927

Other funds holding XHS

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q3 2020, closing a stake of 318 shares — an estimated $22K sold.

Orion Portfolio Solutions first reported a position in XHS in Q2 2020 and held it in 1 quarter. The position peaked at $22K in Q2 2020. 30 funds tracked by Wall St. Rank hold XHS as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 318 State Street SPDR S&P Health Care Services ETF shares in Q3 2020, an estimated $22K.
  • Orion Portfolio Solutions first reported a position in State Street SPDR S&P Health Care Services ETF in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's State Street SPDR S&P Health Care Services ETF position peaked at $22K in Q2 2020.
  • 30 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q3 2020.

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