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OneDigital Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

OneDigital Investment Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.6M Buy
256,949
+217,715
+555% +$12.4M 0.12% 160
2026
Q1 		$2.4M Sell
39,234
-1,200
-3% -$64.4K 0.02% 433
2025
Q4 		$1.81M Sell
40,434
-5,488
-12% -$244K 0.02% 488
2025
Q3 		$2.05M Sell
45,922
-530
-1% -$23.2K 0.02% 433
2025
Q2 		$1.97M Sell
46,452
-8,042
-15% -$335K 0.02% 435
2025
Q1 		$2.55M Sell
54,494
-5,230
-9% -$236K 0.03% 347
2024
Q4 		$2.56M Sell
59,724
-13,916
-19% -$632K 0.03% 363
2024
Q3 		$3.23M Buy
73,640
+962
+1% +$43K 0.04% 327
2024
Q2 		$3.31M Buy
72,678
+35,168
+94% +$1.64M 0.04% 305
2024
Q1 		$1.77M Buy
37,510
+238
+0.6% +$10.2K 0.03% 368
2023
Q4 		$1.56M Sell
37,272
-10,068
-21% -$430K 0.03% 361
2023
Q3 		$2.14M Buy
47,340
+5,508
+13% +$241K 0.05% 271
2023
Q2 		$1.7M Buy
41,832
+958
+2% +$39K 0.04% 305
2023
Q1 		$1.69M Sell
40,874
-85,858
-68% -$3.67M 0.04% 299
2022
Q4 		$5.54M Buy
126,732
+60,148
+90% +$2.62M 0.16% 121
2022
Q3 		$2.4M Buy
66,584
+18,890
+40% +$714K 0.09% 166
2022
Q2 		$1.71M Sell
47,694
-608
-1% -$24.4K 0.07% 178
2022
Q1 		$1.85M Sell
48,302
-2,118
-4% -$73.4K 0.07% 176
2021
Q4 		$1.4M Sell
50,420
-5,260
-9% -$149K 0.05% 225
2021
Q3 		$1.45M Sell
55,680
-2,936
-5% -$72.7K 0.06% 202
2021
Q2 		$1.58M Buy
58,616
+3,880
+7% +$101K 0.07% 193
2021
Q1 		$1.34M Buy
54,736
+1,944
+4% +$44.8K 0.06% 205
2020
Q4 		$1.05M Buy
52,792
+9,740
+23% +$168K 0.05% 222
2020
Q3 		$645K Sell
43,052
-4,550
-10% -$80.8K 0.04% 264
2020
Q2 		$901K Buy
47,602
+21,864
+85% +$407K 0.06% 220
2020
Q1 		$374K Buy
25,738
+3,922
+18% +$93K 0.03% 325
2019
Q4 		$655K Buy
21,816
+932
+4% +$27.6K 0.05% 250
2019
Q3 		$618K Buy
20,884
+3,948
+23% +$119K 0.06% 232
2019
Q2 		$539K Buy
16,936
+12,350
+269% +$395K 0.04% 239
2019
Q1 		$152K Sell
4,586
-1,346
-23% -$43.2K 0.02% 313
2018
Q4 		$170K Buy
+5,932
New +$198K 0.03% 280
2018
Q3 		– Sell
-16,038
Closed -$609K – 1283
2018
Q2 		$609K Sell
16,038
-243,292
-94% -$9.04M 0.13% 104
2018
Q1 		$8.74M Buy
259,330
+41,474
+19% +$1.47M 1.92% 11
2017
Q4 		$7.87M Buy
217,856
+9,094
+4% +$313K 0.9% 11
2017
Q3 		$7.15M Sell
208,762
-27,328
-12% -$889K 2.63% 8
2017
Q2 		$7.66M Buy
+236,090
New +$7.93M 2.29% 9

Other funds holding XLE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

OneDigital Investment Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 555% in Q2 2026, buying an estimated $12.4M and bringing the position to 256,949 shares worth $13.6M. The position accounts for 0.12% of the portfolio, ranked #160.

OneDigital Investment Advisors first reported a position in XLE in Q2 2017 and has held it in 36 quarters since. 1,434 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • OneDigital Investment Advisors held 256,949 shares of State Street Energy Select Sector SPDR ETF worth $13.6M as of Q2 2026.
  • OneDigital Investment Advisors bought 217,715 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $12.4M.
  • State Street Energy Select Sector SPDR ETF made up 0.12% of OneDigital Investment Advisors's portfolio in Q2 2026, its #160 holding.
  • OneDigital Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and has held it in 36 quarters since.
  • 1,434 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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