OneDigital Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,736	Closed	-$234K	–	1471
2024 Q2	$234K	Buy	+2,736	New	+$225K	﹤0.01%	1219
2022 Q1	–	Sell	-2,686	Closed	-$209K	–	852
2021 Q4	$209K	Buy	+2,686	New	+$212K	0.01%	719
2021 Q1	–	Sell	-4,355	Closed	-$294K	–	768
2020 Q4	$294K	Buy	4,355 +1	+0%	+$64	0.02%	493
2020 Q3	$259K	Sell	4,354 -212	-5%	-$12.6K	0.02%	472
2020 Q2	$247K	Sell	4,566 -11	-0.2%	-$565	0.02%	496
2020 Q1	$202K	Sell	4,577 -406	-8%	-$21K	0.02%	478
2019 Q4	$267K	Buy	+4,983	New	+$257K	0.02%	446
2019 Q3	–	Sell	-213	Closed	-$10K	–	1172
2019 Q2	$10K	Hold	213	–	–	﹤0.01%	945
2019 Q1	$10K	Hold	213	–	–	﹤0.01%	884
2018 Q4	$9K	Buy	+213	New	+$9.55K	﹤0.01%	880

Other funds holding XLC

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

OneDigital Investment Advisors's XLC Position: Q3 2024 in Review

OneDigital Investment Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2024, closing a stake of 2,736 shares — an estimated $234K sold.

OneDigital Investment Advisors first reported a position in XLC in Q4 2018 and held it in 10 quarters. The position peaked at $294K in Q4 2020. 958 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

OneDigital Investment Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 2,736 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $234K.
OneDigital Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and held it in 10 quarters.
OneDigital Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $294K in Q4 2020.
958 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on OneDigital Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.