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Onyx Bridge Wealth Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Onyx Bridge Wealth Group’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.17M Sell
8,257
-175
-2% -$127K 0.55% 40
2026
Q1 		$5.48M Sell
8,432
-288
-3% -$196K 0.59% 43
2025
Q4 		$5.95M Sell
8,720
-168
-2% -$114K 0.63% 41
2025
Q3 		$5.92M Buy
8,888
+1,292
+17% +$828K 0.64% 37
2025
Q2 		$4.69M Buy
7,596
+276
+4% +$158K 0.62% 40
2025
Q1 		$4.09M Buy
7,320
+453
+7% +$266K 0.59% 43
2024
Q4 		$4.02M Buy
6,867
+410
+6% +$242K 0.58% 39
2024
Q3 		$3.7M Sell
6,457
-128
-2% -$70.8K 0.56% 40
2024
Q2 		$3.58M Sell
6,585
-397
-6% -$208K 0.59% 39
2024
Q1 		$3.55M Buy
6,982
+582
+9% +$290K 0.63% 37
2023
Q4 		$3.04M Buy
6,400
+388
+6% +$173K 0.61% 29
2023
Q3 		$2.57M Buy
6,012
+134
+2% +$59.6K 0.6% 31
2023
Q2 		$2.61M Buy
5,878
+3,227
+122% +$1.35M 0.62% 35
2023
Q1 		$1.09M Sell
2,651
-81
-3% -$32.3K 0.43% 47
2022
Q4 		$1.06M Buy
2,732
+31
+1% +$11.9K 0.43% 34
2022
Q3 		$963K Sell
2,701
-387
-13% -$154K 0.44% 33
2022
Q2 		$1.22M Buy
3,088
+254
+9% +$104K 0.54% 22
2022
Q1 		$1.18M Buy
2,834
+61
+2% +$27.2K 0.45% 25
2021
Q4 		$1.32M Sell
2,773
-365
-12% -$168K 0.45% 26
2021
Q3 		$1.4M Buy
3,138
+984
+46% +$434K 0.53% 21
2021
Q2 		$929K Buy
2,154
+285
+15% +$119K 0.4% 28
2021
Q1 		$741K Buy
1,869
+237
+15% +$91.4K 0.37% 31
2020
Q4 		$610K Buy
+1,632
New +$579K 0.4% 34

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Onyx Bridge Wealth Group's SPY Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q2 2026, selling an estimated $127K and leaving 8,257 shares worth $6.17M. The position accounts for 0.55% of the portfolio, ranked #40.

Onyx Bridge Wealth Group first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 1,827 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Onyx Bridge Wealth Group held 8,257 shares of State Street SPDR S&P 500 ETF Trust worth $6.17M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 175 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $127K.
  • State Street SPDR S&P 500 ETF Trust made up 0.55% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #40 holding.
  • Onyx Bridge Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • 1,827 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.