OneDigital Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.35M	Sell	30,774 -1,995	-6%	-$87.7K	0.01%	636
2026 Q1	$1.34M	Sell	32,769 -211	-0.6%	-$8.84K	0.01%	594
2025 Q4	$1.33M	Sell	32,980 -52,604	-61%	-$2.16M	0.01%	585
2025 Q3	$3.61M	Sell	85,584 -2,575	-3%	-$108K	0.04%	304
2025 Q2	$3.65M	Sell	88,159 -381	-0.4%	-$15.6K	0.04%	290
2025 Q1	$3.71M	Sell	88,540 -3,002	-3%	-$125K	0.04%	278
2024 Q4	$3.72M	Buy	91,542 +173	+0.2%	+$7.49K	0.04%	292
2024 Q3	$4.08M	Sell	91,369 -4,014	-4%	-$169K	0.05%	279
2024 Q2	$3.66M	Buy	+95,383	New	+$3.59M	0.05%	286
2023 Q1	–	Sell	-20,945	Closed	-$774K	–	996
2022 Q4	$774K	Buy	+20,945	New	+$773K	0.02%	415
2019 Q3	–	Sell	-1,159	Closed	-$43K	–	1173
2019 Q2	$43K	Buy	1,159 +9	+0.8%	+$329	﹤0.01%	600
2019 Q1	$42K	Buy	1,150 +7	+0.6%	+$239	0.01%	528
2018 Q4	$35K	Buy	+1,143	New	+$37K	0.01%	535
2018 Q3	–	Sell	-97	Closed	-$3K	–	1286
2018 Q2	$3K	Hold	97	–	–	﹤0.01%	1240
2018 Q1	$3K	Hold	97	–	–	﹤0.01%	1229
2017 Q4	$3K	Buy	+97	New	+$3.2K	﹤0.01%	1153
2017 Q3	–	Sell	-97	Closed	-$3K	–	1179
2017 Q2	$3K	Buy	+97	New	+$3.11K	﹤0.01%	1139

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

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

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

OneDigital Investment Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 6.1% in Q2 2026, selling an estimated $87.7K and leaving 30,774 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #636.

OneDigital Investment Advisors first reported a position in XLRE in Q2 2017 and has held it in 17 quarters since. The position peaked at $4.08M in Q3 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

OneDigital Investment Advisors held 30,774 shares of State Street Real Estate Select Sector SPDR ETF worth $1.35M as of Q2 2026.
OneDigital Investment Advisors sold 1,995 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $87.7K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #636 holding.
OneDigital Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2017 and has held it in 17 quarters since.
OneDigital Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $4.08M in Q3 2024.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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