OneDigital Investment Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.64M	Buy	10,375 +9,161	+755%	+$2.51M	0.03%	409
2025 Q4	$293K	Buy	+1,214	New	+$288K	﹤0.01%	1229
2025 Q1	–	Sell	-1,767	Closed	-$293K	–	1502
2024 Q4	$293K	Buy	1,767 +17	+1%	+$2.81K	﹤0.01%	1141
2024 Q3	$275K	Hold	1,750	–	–	﹤0.01%	1198
2024 Q2	$245K	Buy	1,750 +89	+5%	+$12.4K	﹤0.01%	1197
2024 Q1	$233K	Buy	+1,661	New	+$223K	﹤0.01%	989
2017 Q4	–	Sell	-2,934	Closed	-$234K	–	1278
2017 Q3	$234K	Buy	+2,934	New	+$219K	0.09%	135

Other funds holding XAR

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

OneDigital Investment Advisors's XAR Position: Q1 2026 in Review

OneDigital Investment Advisors increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 755% in Q1 2026, buying an estimated $2.51M and bringing the position to 10,375 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #409.

OneDigital Investment Advisors first reported a position in XAR in Q3 2017 and has held it in 7 quarters since. 567 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

OneDigital Investment Advisors held 10,375 shares of State Street SPDR S&P Aerospace & Defense ETF worth $2.64M as of Q1 2026.
OneDigital Investment Advisors bought 9,161 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $2.51M.
State Street SPDR S&P Aerospace & Defense ETF made up 0.03% of OneDigital Investment Advisors's portfolio in Q1 2026, its #409 holding.
OneDigital Investment Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2017 and has held it in 7 quarters since.
567 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.