OneDigital Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Sell	21,415 -15,038	-41%	-$771K	0.01%	704
2026 Q1	$1.82M	Sell	36,453 -5,129	-12%	-$257K	0.02%	502
2025 Q4	$1.89M	Sell	41,582 -226	-0.5%	-$9.99K	0.02%	476
2025 Q3	$1.87M	Sell	41,808 -674	-2%	-$30.5K	0.02%	459
2025 Q2	$1.87M	Sell	42,482 -4,838	-10%	-$205K	0.02%	448
2025 Q1	$2.03M	Sell	47,320 -3,270	-6%	-$143K	0.02%	406
2024 Q4	$2.13M	Sell	50,590 -334	-0.7%	-$15.5K	0.02%	405
2024 Q3	$2.45M	Sell	50,924 -444	-0.9%	-$20.2K	0.03%	387
2024 Q2	$2.27M	Buy	51,368 +672	+1%	+$30.4K	0.03%	388
2024 Q1	$2.35M	Buy	50,696 +1,308	+3%	+$56.3K	0.04%	300
2023 Q4	$2.11M	Sell	49,388 -2,146	-4%	-$85.8K	0.04%	302
2023 Q3	$2.02M	Sell	51,534 -30,920	-37%	-$1.27M	0.04%	281
2023 Q2	$3.42M	Buy	82,454 +552	+0.7%	+$21.9K	0.08%	190
2023 Q1	$3.3M	Buy	81,902 +474	+0.6%	+$19.2K	0.08%	190
2022 Q4	$3.16M	Buy	81,428 +49,374	+154%	+$1.9M	0.09%	181
2022 Q3	$1.09M	Sell	32,054 -198	-0.6%	-$7.45K	0.04%	271
2022 Q2	$1.19M	Buy	+32,252	New	+$1.35M	0.05%	227
2020 Q1	–	Sell	-9,146	Closed	-$281K	–	641
2019 Q4	$281K	Buy	+9,146	New	+$270K	0.02%	437
2019 Q3	–	Sell	-2,200	Closed	-$64K	–	1171
2019 Q2	$64K	Hold	2,200	–	–	0.01%	528
2019 Q1	$61K	Buy	+2,200	New	+$59.3K	0.01%	459

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

OneDigital Investment Advisors reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 41% in Q2 2026, selling an estimated $771K and leaving 21,415 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #704.

OneDigital Investment Advisors first reported a position in XLB in Q1 2019 and has held it in 20 quarters since. The position peaked at $3.42M in Q2 2023. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

OneDigital Investment Advisors held 21,415 shares of State Street Materials Select Sector SPDR ETF worth $1.09M as of Q2 2026.
OneDigital Investment Advisors sold 15,038 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $771K.
State Street Materials Select Sector SPDR ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #704 holding.
OneDigital Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2019 and has held it in 20 quarters since.
OneDigital Investment Advisors's State Street Materials Select Sector SPDR ETF position peaked at $3.42M in Q2 2023.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

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