OneDigital Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.58M	Sell	4,800 -400	-8%	-$290K	0.03%	373
2026 Q1	$3.38M	Buy	5,200 +400	+8%	+$272K	0.03%	350
2025 Q4	$442K	Sell	4,800 -4,700	-49%	-$3.18M	﹤0.01%	1002
2025 Q3	$637K	Buy	9,500 +3,600	+61%	+$2.31M	0.01%	835
2025 Q2	$455K	Buy	+5,900	New	+$3.37M	0.01%	940
2020 Q2	–	Sell	-1,000	Closed	-$17K	–	664
2020 Q1	$17K	Buy	+1,000	New	+$305K	﹤0.01%	541

Other funds holding SPY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OneDigital Investment Advisors's SPY Position: Q2 2026 in Review

OneDigital Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.8% in Q2 2026, buying an estimated $2.42M and bringing the position to 61,065 shares worth $45.6M. The position accounts for 0.38% of the portfolio, ranked #51.

OneDigital Investment Advisors first reported a position in SPY in Q2 2017 and has held it in 36 quarters since. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

OneDigital Investment Advisors held 61,065 shares of State Street SPDR S&P 500 ETF Trust worth $45.6M as of Q2 2026.
OneDigital Investment Advisors bought 3,332 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.42M.
State Street SPDR S&P 500 ETF Trust made up 0.38% of OneDigital Investment Advisors's portfolio in Q2 2026, its #51 holding.
OneDigital Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2017 and has held it in 36 quarters since.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.