OBWG
Onyx Bridge Wealth Group’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
270,133
+30,790
| +13% | +$1.61M | 1.87% | 10 |
|
|
2025
Q1 | $11.9M | Buy |
239,343
+176,559
| +281% | +$8.79M | 1.71% | 13 |
|
|
2024
Q4 | $3.03M | Sell |
62,784
-267,518
| -81% | -$12.9M | 0.44% | 49 |
|
|
2024
Q3 | $15M | Buy |
330,302
+16,798
| +5% | +$761K | 2.26% | 9 |
|
|
2024
Q2 | $12.9M | Buy |
313,504
+26,825
| +9% | +$1.1M | 2.12% | 10 |
|
|
2024
Q1 | $11.7M | Buy |
286,679
+232,377
| +428% | +$9.49M | 2.09% | 10 |
|
|
2023
Q4 | $2.04M | Sell |
54,302
-187,816
| -78% | -$7.06M | 0.41% | 40 |
|
|
2023
Q3 | $8.03M | Buy |
242,118
+27,421
| +13% | +$910K | 1.88% | 11 |
|
|
2023
Q2 | $7.24M | Buy |
214,697
+11,710
| +6% | +$395K | 1.73% | 16 |
|
|
2023
Q1 | $6.53M | Buy |
202,987
+30,668
| +18% | +$986K | 2.6% | 11 |
|
|
2022
Q4 | $6.1M | Buy |
+172,319
| New | +$6.1M | 2.48% | 11 |
|