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OneDigital Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

OneDigital Investment Advisors’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.9M Buy
125,685
+77,895
+163% +$13.3M 0.2% 99
2026
Q1 		$6.35M Sell
47,790
-551
-1% -$77.6K 0.06% 241
2025
Q4 		$6.96M Sell
48,341
-2,083
-4% -$301K 0.07% 218
2025
Q3 		$7.11M Buy
50,424
+2,282
+5% +$302K 0.07% 207
2025
Q2 		$6.1M Sell
48,142
-2,998
-6% -$333K 0.07% 218
2025
Q1 		$5.28M Buy
51,140
+82
+0.2% +$9.3K 0.06% 221
2024
Q4 		$5.94M Buy
51,058
+938
+2% +$109K 0.07% 212
2024
Q3 		$5.66M Sell
50,120
-28
-0.1% -$3.07K 0.06% 234
2024
Q2 		$5.67M Buy
50,148
+3,722
+8% +$392K 0.07% 212
2024
Q1 		$4.83M Sell
46,426
-1,072
-2% -$108K 0.08% 206
2023
Q4 		$4.57M Buy
47,498
+2,132
+5% +$190K 0.08% 198
2023
Q3 		$3.72M Sell
45,366
-3,942
-8% -$338K 0.08% 183
2023
Q2 		$4.29M Buy
49,308
+692
+1% +$54.5K 0.09% 167
2023
Q1 		$3.67M Buy
48,616
+8,398
+21% +$578K 0.09% 176
2022
Q4 		$2.5M Buy
40,218
+14,212
+55% +$903K 0.07% 222
2022
Q3 		$1.54M Sell
26,006
-3,214
-11% -$219K 0.06% 223
2022
Q2 		$1.86M Sell
29,220
-280
-0.9% -$19.5K 0.08% 163
2022
Q1 		$2.34M Buy
29,500
+7,206
+32% +$566K 0.09% 149
2021
Q4 		$1.94M Buy
22,294
+258
+1% +$21.2K 0.07% 175
2021
Q3 		$1.65M Buy
22,036
+218
+1% +$16.8K 0.07% 181
2021
Q2 		$1.61M Buy
21,818
+74
+0.3% +$5.18K 0.07% 188
2021
Q1 		$1.44M Sell
21,744
-7,854
-27% -$518K 0.07% 199
2020
Q4 		$1.92M Sell
29,598
-946
-3% -$57.6K 0.1% 143
2020
Q3 		$1.78M Buy
30,544
+520
+2% +$29.4K 0.12% 135
2020
Q2 		$1.57M Buy
30,024
+5,826
+24% +$274K 0.11% 159
2020
Q1 		$972K Sell
24,198
-202
-0.8% -$9.22K 0.09% 201
2019
Q4 		$1.12M Buy
24,400
+1,738
+8% +$74.4K 0.09% 178
2019
Q3 		$913K Buy
22,662
+2,942
+15% +$118K 0.08% 178
2019
Q2 		$769K Buy
+19,720
New +$752K 0.06% 188
2018
Q1 		– Sell
-614
Closed -$20K – 1385
2017
Q4 		$20K Buy
614
+154
+33% +$4.83K ﹤0.01% 811
2017
Q3 		$14K Sell
460
-110
-19% -$3.17K 0.01% 755
2017
Q2 		$16K Buy
+570
New +$15.7K ﹤0.01% 827

Other funds holding XLK

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

OneDigital Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 163% in Q2 2026, buying an estimated $13.3M and bringing the position to 125,685 shares worth $23.9M. The position accounts for 0.2% of the portfolio, ranked #99.

OneDigital Investment Advisors first reported a position in XLK in Q2 2017 and has held it in 32 quarters since. 2,080 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • OneDigital Investment Advisors held 125,685 shares of State Street Technology Select Sector SPDR ETF worth $23.9M as of Q2 2026.
  • OneDigital Investment Advisors bought 77,895 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $13.3M.
  • State Street Technology Select Sector SPDR ETF made up 0.2% of OneDigital Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • OneDigital Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2017 and has held it in 32 quarters since.
  • 2,080 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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