How many shares of SHM does OneDigital Investment Advisors LLC own?

As of 2026-Q2, OneDigital Investment Advisors LLC holds 26,631 shares of SHM (SPDR SER TR).

What is OneDigital Investment Advisors LLC's SHM position worth?

As of 2026-Q2, OneDigital Investment Advisors LLC's SHM position is worth $1.3M.

Is OneDigital Investment Advisors LLC buying or selling SHM?

In 2026-Q2, OneDigital Investment Advisors LLC decreased their SHM position (-5.5% change in shares).

When did OneDigital Investment Advisors LLC first buy SHM?

Based on available 13F filings, OneDigital Investment Advisors LLC first reported a position in SHM in 2019-Q1. They have held the position across 29 quarters.

Back to

OneDigital Investment Advisors LLC

SHM
29 quarters

Position history for OneDigital Investment Advisors LLC's holdings in SPDR SER TR

Current Value

$1.3M

Current Shares

26,631

Total Value Change

-$5.4M

Total Shares Change

-111,796

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	26,631	-5.5%	$1.3M	0.0%	$47.76	0
2026-Q1	Decreased	28,175	-0.2%	$1.3M	0.0%	$47.30	0
2025-Q4	Increased	28,231	+2.9%	$1.4M	0.0%	$47.25	26
2025-Q3	Increased	27,440	+7.0%	$1.3M	0.0%	$47.05	27
2025-Q2	Decreased	25,644	-14.1%	$1.2M	0.0%	$46.37	0
2025-Q1	Decreased	29,865	-6.1%	$1.4M	0.0%	$45.85	0
2024-Q4	Decreased	31,817	-20.3%	$1.5M	0.0%	$45.45	0
2024-Q3	Decreased	39,920	-15.6%	$1.9M	0.0%	$45.81	0
2024-Q2	New	47,287	-	$2.2M	0.0%	$44.66	36
2023-Q4	Exited	0	-100.0%	$0	0.0%	$44.91	0
2023-Q3	Decreased	12,845	-6.6%	$593,824	0.0%	$43.24	0
2023-Q2	Decreased	13,753	-39.5%	$647,079	0.0%	$43.88	0
2023-Q1	Decreased	22,737	-5.5%	$1.1M	0.0%	$44.21	0
2022-Q4	Decreased	24,062	-27.5%	$1.1M	0.0%	$43.60	0
2022-Q3	Decreased	33,188	-6.0%	$1.5M	0.1%	$42.64	0
2022-Q2	Decreased	35,321	-10.5%	$1.7M	0.1%	$43.64	0
2022-Q1	Decreased	39,466	-9.1%	$1.9M	0.1%	$43.64	0
2021-Q4	Decreased	43,422	-36.0%	$2.1M	0.1%	$45.30	0
2021-Q3	Decreased	67,812	-2.2%	$3.3M	0.1%	$45.34	0
2021-Q2	Increased	69,348	+0.8%	$3.4M	0.1%	$45.40	32
2021-Q1	Decreased	68,764	-12.0%	$3.4M	0.2%	$45.31	0
2020-Q4	Decreased	78,164	-23.9%	$3.9M	0.2%	$45.41	0
2020-Q3	Decreased	102,680	-10.6%	$5.1M	0.4%	$45.29	0
2020-Q2	Decreased	114,847	-1.0%	$5.7M	0.4%	$45.07	0
2020-Q1	Decreased	115,966	-3.5%	$5.7M	0.5%	$43.96	0
2019-Q4	Decreased	120,119	-7.6%	$5.9M	0.5%	$44.05	0
2019-Q3	Increased	129,952	+36.0%	$6.4M	0.6%	$43.74	50
2019-Q2	Decreased	95,573	-31.0%	$4.7M	0.4%	$43.33	0
2019-Q1	First report	138,427	-	$6.7M	1.0%	$42.79	0

Other major holders of SHM: BANK OF AMERICA CORP /DE/

SHM29 quarters

SHM
29 quarters