Orion Porfolio Solutions, LLC's ownership history for XLF

Orion Porfolio Solutions, LLC currently holds 69.2K shares with a market value of $3.4M. It started holding XLF on 2023-03-31. At its peak, it held 134.5K shares on 2025-06-30. Its highest holding value was $11.0M on 2025-06-30. At its lowest, it held 40.4K shares on 2024-09-30, with a value of $1.8M on 2024-09-30. In the recent 180 days, Orion Porfolio Solutions, LLC has decreased its shares by 18.4K. In the recent year, Orion Porfolio Solutions, LLC has increased its shares by 4.9K.

It has also owned 0.04 contracts of calls, with the market value of the underlying securities totaling $196 on 2026-03-31. At its peak, it held 0.04 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $196 on 2026-03-31. At its lowest, it held 0.04 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $196 on 2026-03-31.