Onyx Bridge Wealth Group
XLE icon

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
Q3 		$31.5M Sell
512,845
-236,832
-32% -$14.4M 2.77% 6
2026
Q2 		$39.8M Buy
749,677
+730,238
+3,757% +$41.8M 3.58% 4
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

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Tradewinds Capital Management
Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Onyx Bridge Wealth Group's XLE Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 32% in Q3 2026, selling an estimated $14.4M and leaving 512,845 shares worth $31.5M. The position accounts for 2.77% of the portfolio, ranked #6.

Onyx Bridge Wealth Group first reported a position in XLE in Q1 2021 and has held it in 22 quarters since. The position peaked at $39.8M in Q2 2026. 756 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Onyx Bridge Wealth Group held 512,845 shares of State Street Energy Select Sector SPDR ETF worth $31.5M as of Q3 2026.
  • Onyx Bridge Wealth Group sold 236,832 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $14.4M.
  • State Street Energy Select Sector SPDR ETF made up 2.77% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #6 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 22 quarters since.
  • Onyx Bridge Wealth Group's State Street Energy Select Sector SPDR ETF position peaked at $39.8M in Q2 2026.
  • 756 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.