OneDigital Investment Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-923	Closed	-$225K	–	854
2021 Q4	$225K	Buy	+923	New	+$210K	0.01%	696
2021 Q3	–	Sell	-1,851	Closed	-$356K	–	816
2021 Q2	$356K	Buy	1,851 +658	+55%	+$118K	0.01%	504
2021 Q1	$218K	Buy	1,193 +6	+0.5%	+$1.11K	0.01%	595
2020 Q4	$203K	Buy	+1,187	New	+$176K	0.01%	602

Other funds holding XSD

Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

RJA

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

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

OneDigital Investment Advisors's XSD Position: Q1 2022 in Review

OneDigital Investment Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2022, closing a stake of 923 shares — an estimated $225K sold.

OneDigital Investment Advisors first reported a position in XSD in Q4 2020 and held it in 4 quarters. The position peaked at $356K in Q2 2021. 180 funds tracked by Wall St. Rank hold XSD as of Q1 2022.

OneDigital Investment Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2022 after selling out during the quarter.
OneDigital Investment Advisors sold 923 State Street SPDR S&P Semiconductor ETF shares in Q1 2022, an estimated $225K.
OneDigital Investment Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2020 and held it in 4 quarters.
OneDigital Investment Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $356K in Q2 2021.
180 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2022.

Based on OneDigital Investment Advisors's 13F filing for Q1 2022, filed 5 May 2022.