Onyx Bridge Wealth Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Onyx Bridge Wealth Group’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.19M	Buy	19,439 +807	+4%	+$43.3K	0.13%	134
2025 Q4	$833K	Sell	18,632 -654	-3%	-$29.1K	0.09%	154
2025 Q3	$862K	Buy	19,286 +3,802	+25%	+$166K	0.09%	153
2025 Q2	$657K	Sell	15,484 -694	-4%	-$28.9K	0.09%	152
2025 Q1	$756K	Buy	16,178 +1,502	+10%	+$67.7K	0.11%	124
2024 Q4	$629K	Buy	14,676 +2,330	+19%	+$106K	0.09%	140
2024 Q3	$542K	Sell	12,346 -224,118	-95%	-$10M	0.08%	154
2024 Q2	$10.8M	Buy	236,464 +27,510	+13%	+$1.28M	1.77%	13
2024 Q1	$10M	Buy	208,954 +194,924	+1,389%	+$8.37M	1.79%	13
2023 Q4	$588K	Sell	14,030 -155,364	-92%	-$6.64M	0.12%	118
2023 Q3	$7.66M	Sell	169,394 -30,350	-15%	-$1.33M	1.79%	13
2023 Q2	$8.11M	Buy	199,744 +15,250	+8%	+$621K	1.94%	13
2023 Q1	$7.64M	Buy	184,494 +23,462	+15%	+$1M	3.05%	10
2022 Q4	$7.05M	Sell	161,032 -914	-0.6%	-$39.8K	2.87%	10
2022 Q3	$6.49M	Buy	161,946 +30,650	+23%	+$1.16M	2.96%	9
2022 Q2	$4.67M	Buy	131,296 +124,138	+1,734%	+$4.98M	2.08%	11
2022 Q1	$268K	Sell	7,158 -5,186	-42%	-$180K	0.1%	115
2021 Q4	$353K	Buy	12,344 +3,324	+37%	+$93.9K	0.12%	96
2021 Q3	$259K	Buy	+9,020	New	+$223K	0.1%	116
2021 Q2	–	Sell	-13,544	Closed	-$332K	–	150
2021 Q1	$332K	Buy	+13,544	New	+$312K	0.17%	63

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Onyx Bridge Wealth Group's XLE Position: Q1 2026 in Review

Onyx Bridge Wealth Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.3% in Q1 2026, buying an estimated $43.3K and bringing the position to 19,439 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #134.

Onyx Bridge Wealth Group first reported a position in XLE in Q1 2021 and has held it in 20 quarters since. The position peaked at $10.8M in Q2 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Onyx Bridge Wealth Group held 19,439 shares of State Street Energy Select Sector SPDR ETF worth $1.19M as of Q1 2026.
Onyx Bridge Wealth Group bought 807 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $43.3K.
State Street Energy Select Sector SPDR ETF made up 0.13% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #134 holding.
Onyx Bridge Wealth Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 20 quarters since.
Onyx Bridge Wealth Group's State Street Energy Select Sector SPDR ETF position peaked at $10.8M in Q2 2024.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.