OneDigital Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.8M	Buy	+26,177	New	+$2.98M	0.02%	422
2024 Q3	–	Sell	-2,736	Closed	-$234K	–	1471
2024 Q2	$234K	Buy	+2,736	New	+$225K	﹤0.01%	1219
2022 Q1	–	Sell	-2,686	Closed	-$209K	–	852
2021 Q4	$209K	Buy	+2,686	New	+$212K	0.01%	719
2021 Q1	–	Sell	-4,355	Closed	-$294K	–	768
2020 Q4	$294K	Buy	4,355 +1	+0%	+$64	0.02%	493
2020 Q3	$259K	Sell	4,354 -212	-5%	-$12.6K	0.02%	472
2020 Q2	$247K	Sell	4,566 -11	-0.2%	-$565	0.02%	496
2020 Q1	$202K	Sell	4,577 -406	-8%	-$21K	0.02%	478
2019 Q4	$267K	Buy	+4,983	New	+$257K	0.02%	446
2019 Q3	–	Sell	-213	Closed	-$10K	–	1172
2019 Q2	$10K	Hold	213	–	–	﹤0.01%	945
2019 Q1	$10K	Hold	213	–	–	﹤0.01%	884
2018 Q4	$9K	Buy	+213	New	+$9.55K	﹤0.01%	880

Other funds holding XLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

OneDigital Investment Advisors opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 26,177 shares worth $2.8M. The stake represents 0.02% of the portfolio and ranks #422 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in XLC as recently as Q2 2024.

OneDigital Investment Advisors first reported a position in XLC in Q4 2018 and has held it in 11 quarters since. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

OneDigital Investment Advisors held 26,177 shares of State Street Communication Services Select Sector SPDR ETF worth $2.8M as of Q2 2026.
State Street Communication Services Select Sector SPDR ETF was a new OneDigital Investment Advisors position in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #422 holding.
OneDigital Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 11 quarters since.
1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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