OneDigital Investment Advisors LLC's ownership history for SPY

OneDigital Investment Advisors LLC currently holds 57.7K shares with a market value of $37.5M. It started holding SPY on 2024-09-30. At its peak, it held 67.5K shares on 2024-09-30. Its highest holding value was $41.1M on 2025-09-30. At its lowest, it held 57.4K shares on 2025-03-31, with a value of $32.1M on 2025-03-31. In the recent 180 days, OneDigital Investment Advisors LLC has decreased its shares by 4.0K. In the recent year, OneDigital Investment Advisors LLC has increased its shares by 374.

It has also owned 52 contracts of calls, with the market value of the underlying securities totaling $3.4M on 2025-06-30. At its peak, it held 95 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $3.4M on 2026-03-31. At its lowest, it held 48 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $441.6K on 2025-12-31. In the recent 180 days, OneDigital Investment Advisors LLC has decreased its holdings by 43 contracts.