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Onyx Bridge Wealth Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Onyx Bridge Wealth Group’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.26M Sell
11,760
-94,294
-89% -$10.7M 0.11% 135
2026
Q1 		$11.8M Sell
106,054
-7,510
-7% -$869K 1.26% 18
2025
Q4 		$13.4M Sell
113,564
-3,412
-3% -$393K 1.42% 12
2025
Q3 		$13.8M Buy
116,976
+1,883
+2% +$209K 1.51% 15
2025
Q2 		$12.5M Buy
115,093
+20,129
+21% +$1.98M 1.65% 13
2025
Q1 		$9.16M Sell
94,964
-46,292
-33% -$4.62M 1.31% 20
2024
Q4 		$13.7M Buy
141,256
+136,663
+2,975% +$13M 1.97% 9
2024
Q3 		$415K Sell
4,593
-131,079
-97% -$11.3M 0.06% 179
2024
Q2 		$11.6M Buy
135,672
+9,416
+7% +$776K 1.91% 12
2024
Q1 		$10.1M Buy
126,256
+122,368
+3,147% +$9.53M 1.81% 12
2023
Q4 		$283K Sell
3,888
-1,367
-26% -$94.1K 0.06% 197
2023
Q3 		$345K Sell
5,255
-448
-8% -$29.9K 0.08% 163
2023
Q2 		$371K Buy
5,703
+1,185
+26% +$72.2K 0.09% 153
2023
Q1 		$262K Sell
4,518
-501
-10% -$27.2K 0.1% 140
2022
Q4 		$253K Sell
5,019
-192
-4% -$9.4K 0.1% 137
2022
Q3 		$248K Sell
5,211
-684
-12% -$37.6K 0.11% 126
2022
Q2 		$330K Buy
5,895
+302
+5% +$18.2K 0.15% 94
2022
Q1 		$329K Sell
5,593
-394
-7% -$27.8K 0.12% 96
2021
Q4 		$467K Buy
5,987
+3,221
+116% +$255K 0.16% 81
2021
Q3 		$224K Buy
+2,766
New +$229K 0.08% 134

Other funds holding XLC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

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

Onyx Bridge Wealth Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 89% in Q2 2026, selling an estimated $10.7M and leaving 11,760 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #135.

Onyx Bridge Wealth Group first reported a position in XLC in Q3 2021 and has held it in 20 quarters since. The position peaked at $13.8M in Q3 2025. 389 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Onyx Bridge Wealth Group held 11,760 shares of State Street Communication Services Select Sector SPDR ETF worth $1.26M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 94,294 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $10.7M.
  • State Street Communication Services Select Sector SPDR ETF made up 0.11% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #135 holding.
  • Onyx Bridge Wealth Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
  • Onyx Bridge Wealth Group's State Street Communication Services Select Sector SPDR ETF position peaked at $13.8M in Q3 2025.
  • 389 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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