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OneDigital Investment Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

OneDigital Investment Advisors’s Portfolio XPH Stock Details XPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-200
Closed -$9K – 1180
2017
Q2 		$9K Buy
+200
New +$8.43K ﹤0.01% 967

Other funds holding XPH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

OneDigital Investment Advisors's XPH Position: Q3 2017 in Review

OneDigital Investment Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q3 2017, closing a stake of 200 shares — an estimated $9K sold.

OneDigital Investment Advisors first reported a position in XPH in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 79 funds tracked by Wall St. Rank hold XPH as of Q3 2017.

  • OneDigital Investment Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q3 2017 after selling out during the quarter.
  • OneDigital Investment Advisors sold 200 State Street SPDR S&P Pharmaceuticals ETF shares in Q3 2017, an estimated $9K.
  • OneDigital Investment Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2017 and held it in 1 quarter.
  • OneDigital Investment Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $9K in Q2 2017.
  • 79 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2017.

Based on OneDigital Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.