OneDigital Investment Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

OneDigital Investment Advisors’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,085	Closed	-$288K	–	604
2019 Q4	$288K	Buy	6,085 +3	+0%	+$136	0.02%	429
2019 Q3	$263K	Buy	+6,082	New	+$259K	0.02%	418
2019 Q2	–	Sell	-6,079	Closed	-$271K	–	1234
2019 Q1	$271K	Buy	+6,079	New	+$261K	0.04%	239
2018 Q3	–	Sell	-586	Closed	-$28K	–	1112
2018 Q2	$28K	Buy	586 +500	+581%	+$24.4K	0.01%	694
2018 Q1	$4K	Buy	+86	New	+$4.27K	﹤0.01%	1186

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

OneDigital Investment Advisors's KBE Position: Q1 2020 in Review

OneDigital Investment Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2020, closing a stake of 6,085 shares — an estimated $288K sold.

OneDigital Investment Advisors first reported a position in KBE in Q1 2018 and held it in 5 quarters. The position peaked at $288K in Q4 2019. 171 funds tracked by Wall St. Rank hold KBE as of Q1 2020.

OneDigital Investment Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2020 after selling out during the quarter.
OneDigital Investment Advisors sold 6,085 State Street SPDR S&P Bank ETF shares in Q1 2020, an estimated $288K.
OneDigital Investment Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2018 and held it in 5 quarters.
OneDigital Investment Advisors's State Street SPDR S&P Bank ETF position peaked at $288K in Q4 2019.
171 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2020.

Based on OneDigital Investment Advisors's 13F filing for Q1 2020, filed 14 May 2020.