OneDigital Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$750K	Buy	6,393 +319	+5%	+$37.2K	0.01%	867
2026 Q1	$662K	Sell	6,074 -20	-0.3%	-$2.34K	0.01%	838
2025 Q4	$728K	Sell	6,094 -1,362	-18%	-$161K	0.01%	790
2025 Q3	$893K	Buy	7,456 +64	+0.9%	+$7.32K	0.01%	699
2025 Q2	$803K	Sell	7,392 -474	-6%	-$48.5K	0.01%	717
2025 Q1	$777K	Sell	7,866 -908	-10%	-$98.5K	0.01%	691
2024 Q4	$984K	Buy	8,774 +202	+2%	+$21.6K	0.01%	638
2024 Q3	$859K	Sell	8,572 -296	-3%	-$27.7K	0.01%	709
2024 Q2	$809K	Buy	8,868 +2,260	+34%	+$201K	0.01%	695
2024 Q1	$608K	Sell	6,608 -100	-1%	-$8.9K	0.01%	674
2023 Q4	$600K	Sell	6,708 -114	-2%	-$9.44K	0.01%	651
2023 Q3	$549K	Sell	6,822 -208	-3%	-$17.6K	0.01%	605
2023 Q2	$597K	Buy	7,030 +2,592	+58%	+$198K	0.01%	574
2023 Q1	$332K	Buy	4,438 +594	+15%	+$42.6K	0.01%	745
2022 Q4	$248K	Buy	+3,844	New	+$268K	0.01%	717
2022 Q3	–	Sell	-3,756	Closed	-$258K	–	805
2022 Q2	$258K	Sell	3,756 -1,326	-26%	-$104K	0.01%	597
2022 Q1	$470K	Buy	5,082 +1,604	+46%	+$147K	0.02%	458
2021 Q4	$356K	Buy	3,478 +28	+0.8%	+$2.79K	0.01%	546
2021 Q3	$309K	Buy	3,450 +240	+7%	+$21.8K	0.01%	569
2021 Q2	$287K	Sell	3,210 -112	-3%	-$9.75K	0.01%	567
2021 Q1	$279K	Buy	3,322 +140	+4%	+$11.6K	0.01%	533
2020 Q4	$256K	Sell	3,182 -1,404	-31%	-$108K	0.01%	528
2020 Q3	$337K	Sell	4,586 -1,312	-22%	-$92.9K	0.02%	393
2020 Q2	$377K	Buy	+5,898	New	+$348K	0.03%	377
2018 Q3	–	Sell	-18,384	Closed	-$1M	–	1289
2018 Q2	$1M	Sell	18,384 -5,082	-22%	-$269K	0.21%	71
2018 Q1	$1.19M	Sell	23,466 -1,790	-7%	-$93.3K	0.26%	66
2017 Q4	$1.25M	Sell	25,256 -50	-0.2%	-$2.35K	0.14%	64
2017 Q3	$1.14M	Buy	25,306 +3,620	+17%	+$163K	0.42%	32
2017 Q2	$972K	Buy	+21,686	New	+$971K	0.29%	62

Other funds holding XLY

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

MIH

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

FMI

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

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

OneDigital Investment Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.3% in Q2 2026, buying an estimated $37.2K and bringing the position to 6,393 shares worth $750K. The position accounts for 0.01% of the portfolio, ranked #867.

OneDigital Investment Advisors first reported a position in XLY in Q2 2017 and has held it in 29 quarters since. The position peaked at $1.25M in Q4 2017. 864 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

OneDigital Investment Advisors held 6,393 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $750K as of Q2 2026.
OneDigital Investment Advisors bought 319 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $37.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #867 holding.
OneDigital Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2017 and has held it in 29 quarters since.
OneDigital Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.25M in Q4 2017.
864 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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