OneDigital Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.7M	Buy	324,287 +299,611	+1,214%	+$13.6M	0.12%	153
2026 Q1	$1.13M	Buy	24,676 +661	+3%	+$29.7K	0.01%	645
2025 Q4	$1.03M	Sell	24,015 -2,389	-9%	-$106K	0.01%	668
2025 Q3	$1.15M	Sell	26,404 -742	-3%	-$31.4K	0.01%	607
2025 Q2	$1.11M	Buy	27,146 +4,520	+20%	+$180K	0.01%	604
2025 Q1	$892K	Sell	22,626 -3,290	-13%	-$129K	0.01%	643
2024 Q4	$981K	Buy	25,916 +48	+0.2%	+$1.91K	0.01%	639
2024 Q3	$1.04M	Buy	25,868 +4,304	+20%	+$160K	0.01%	638
2024 Q2	$735K	Buy	21,564 +4,124	+24%	+$142K	0.01%	735
2024 Q1	$572K	Sell	17,440 -260	-1%	-$8.12K	0.01%	692
2023 Q4	$560K	Sell	17,700 -19,734	-53%	-$603K	0.01%	673
2023 Q3	$1.1M	Sell	37,434 -2,204	-6%	-$71K	0.02%	395
2023 Q2	$1.3M	Buy	39,638 +3,442	+10%	+$116K	0.03%	357
2023 Q1	$1.23M	Buy	36,196 +1,144	+3%	+$38.8K	0.03%	356
2022 Q4	$1.24M	Buy	35,052 +6,872	+24%	+$234K	0.04%	319
2022 Q3	$923K	Sell	28,180 -84	-0.3%	-$3.08K	0.03%	315
2022 Q2	$991K	Buy	28,264 +5,576	+25%	+$202K	0.04%	261
2022 Q1	$845K	Sell	22,688 -3,436	-13%	-$119K	0.03%	313
2021 Q4	$935K	Buy	26,124 +4,968	+23%	+$168K	0.03%	300
2021 Q3	$676K	Sell	21,156 -3,116	-13%	-$104K	0.03%	348
2021 Q2	$767K	Buy	24,272 +7,346	+43%	+$240K	0.03%	305
2021 Q1	$542K	Buy	16,926 +576	+4%	+$17.9K	0.03%	367
2020 Q4	$513K	Sell	16,350 -1,284	-7%	-$40.6K	0.03%	350
2020 Q3	$524K	Buy	17,634 +4,808	+37%	+$143K	0.04%	299
2020 Q2	$362K	Sell	12,826 -118	-0.9%	-$3.4K	0.03%	388
2020 Q1	$359K	Buy	12,944 +6,060	+88%	+$194K	0.03%	333
2019 Q4	$222K	Sell	6,884 -988	-13%	-$31.4K	0.02%	489
2019 Q3	$255K	Buy	7,872 +6,242	+383%	+$193K	0.02%	429
2019 Q2	$49K	Buy	1,630 +12	+0.7%	+$352	﹤0.01%	571
2019 Q1	$47K	Buy	1,618 +12	+0.7%	+$334	0.01%	506
2018 Q4	$42K	Buy	+1,606	New	+$43.6K	0.01%	496
2018 Q3	–	Sell	-1,578	Closed	-$41K	–	1287
2018 Q2	$41K	Buy	1,578 +14	+0.9%	+$352	0.01%	563
2018 Q1	$40K	Sell	1,564 -8,568	-85%	-$214K	0.01%	591
2017 Q4	$267K	Buy	10,132 +8,596	+560%	+$236K	0.03%	191
2017 Q3	$41K	Buy	1,536 +12	+0.8%	+$322	0.02%	439
2017 Q2	$40K	Buy	+1,524	New	+$40K	0.01%	546

Other funds holding XLU

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

OneDigital Investment Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1,214% in Q2 2026, buying an estimated $13.6M and bringing the position to 324,287 shares worth $14.7M. The position accounts for 0.12% of the portfolio, ranked #153.

OneDigital Investment Advisors first reported a position in XLU in Q2 2017 and has held it in 36 quarters since. 1,099 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

OneDigital Investment Advisors held 324,287 shares of State Street Utilities Select Sector SPDR ETF worth $14.7M as of Q2 2026.
OneDigital Investment Advisors bought 299,611 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $13.6M.
State Street Utilities Select Sector SPDR ETF made up 0.12% of OneDigital Investment Advisors's portfolio in Q2 2026, its #153 holding.
OneDigital Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2017 and has held it in 36 quarters since.
1,099 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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