OneDigital Investment Advisors’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$245K	Sell	2,103 -1,957	-48%	-$205K	﹤0.01%	1293
2025 Q4	$333K	Sell	4,060 -426	-9%	-$33.7K	﹤0.01%	1153
2025 Q3	$325K	Sell	4,486 -493	-10%	-$33.6K	﹤0.01%	1135
2025 Q2	$316K	Sell	4,979 -398	-7%	-$24.6K	﹤0.01%	1138
2025 Q1	$384K	Sell	5,377 -529	-9%	-$40.9K	﹤0.01%	969
2024 Q4	$466K	Sell	5,906 -3,143	-35%	-$256K	0.01%	918
2024 Q3	$731K	Sell	9,049 -66	-0.7%	-$5.76K	0.01%	776
2024 Q2	$828K	Sell	9,115 -598	-6%	-$54.7K	0.01%	687
2024 Q1	$904K	Buy	9,713 +1,518	+19%	+$127K	0.01%	540
2023 Q4	$693K	Buy	8,195 +539	+7%	+$46.7K	0.01%	596
2023 Q3	$733K	Sell	7,656 -104	-1%	-$9.62K	0.02%	520
2023 Q2	$607K	Buy	7,760 +855	+12%	+$62.9K	0.01%	569
2023 Q1	$519K	Buy	+6,905	New	+$567K	0.01%	605
2019 Q4	–	Sell	-135	Closed	-$10K	–	636
2019 Q3	$10K	Buy	+135	New	+$11K	﹤0.01%	545

Other funds holding XES

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

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

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

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

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

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

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

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

OneDigital Investment Advisors reduced its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 48% in Q1 2026, selling an estimated $205K and leaving 2,103 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

OneDigital Investment Advisors first reported a position in XES in Q3 2019 and has held it in 14 quarters since. The position peaked at $904K in Q1 2024. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

OneDigital Investment Advisors held 2,103 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $245K as of Q1 2026.
OneDigital Investment Advisors sold 1,957 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2026, an estimated $205K.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1293 holding.
OneDigital Investment Advisors first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2019 and has held it in 14 quarters since.
OneDigital Investment Advisors's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $904K in Q1 2024.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

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