OneDigital Investment Advisors’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

OneDigital Investment Advisors’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 Q1	–	Sell	-6,068	Closed	-$441K	–	640
2019 Q4	$441K	Hold	6,068	–	–	0.03%	334
2019 Q3	$378K	Sell	6,068 -7,010	-54%	-$461K	0.03%	331
2019 Q2	$870K	Buy	13,078 +6,226	+91%	+$401K	0.07%	173
2019 Q1	$442K	Sell	6,852 -981	-13%	-$66K	0.06%	185
2018 Q4	$490K	Buy	+7,833	New	+$559K	0.08%	160
2018 Q3	–	Sell	-6,147	Closed	-$427K	–	1282
2018 Q2	$427K	Sell	6,147 -1,422	-19%	-$95.6K	0.09%	134
2018 Q1	$477K	Hold	7,569	–	–	0.1%	135
2017 Q4	$466K	Buy	+7,569	New	+$450K	0.05%	135

Other funds holding XHS

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

OneDigital Investment Advisors sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q1 2020, closing a stake of 6,068 shares — an estimated $441K sold.

OneDigital Investment Advisors first reported a position in XHS in Q4 2017 and held it in 8 quarters. The position peaked at $870K in Q2 2019. 33 funds tracked by Wall St. Rank hold XHS as of Q1 2020.

OneDigital Investment Advisors reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q1 2020 after selling out during the quarter.
OneDigital Investment Advisors sold 6,068 State Street SPDR S&P Health Care Services ETF shares in Q1 2020, an estimated $441K.
OneDigital Investment Advisors first reported a position in State Street SPDR S&P Health Care Services ETF in Q4 2017 and held it in 8 quarters.
OneDigital Investment Advisors's State Street SPDR S&P Health Care Services ETF position peaked at $870K in Q2 2019.
33 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q1 2020.

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