Onyx Bridge Wealth Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.88M	Sell	58,408 -7,899	-12%	-$412K	0.31%	76
2025 Q4	$3.63M	Sell	66,307 -217,476	-77%	-$11.6M	0.39%	65
2025 Q3	$15.3M	Buy	283,783 +13,650	+5%	+$723K	1.66%	11
2025 Q2	$14.1M	Buy	270,133 +30,790	+13%	+$1.52M	1.87%	10
2025 Q1	$11.9M	Buy	239,343 +176,559	+281%	+$8.86M	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%	+$733K	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%	+$9.17M	2.09%	10
2023 Q4	$2.04M	Sell	54,302 -187,816	-78%	-$6.5M	0.41%	40
2023 Q3	$8.03M	Buy	242,118 +27,421	+13%	+$945K	1.88%	11
2023 Q2	$7.24M	Buy	214,697 +11,710	+6%	+$382K	1.73%	16
2023 Q1	$6.53M	Buy	202,987 +30,668	+18%	+$1.07M	2.6%	11
2022 Q4	$6.1M	Buy	+172,319	New	+$5.83M	2.48%	11

Other funds holding XLF

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Onyx Bridge Wealth Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q1 2026, selling an estimated $412K and leaving 58,408 shares worth $2.88M. The position accounts for 0.31% of the portfolio, ranked #76.

Onyx Bridge Wealth Group first reported a position in XLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.3M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Onyx Bridge Wealth Group held 58,408 shares of State Street Financial Select Sector SPDR ETF worth $2.88M as of Q1 2026.
Onyx Bridge Wealth Group sold 7,899 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $412K.
State Street Financial Select Sector SPDR ETF made up 0.31% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #76 holding.
Onyx Bridge Wealth Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Onyx Bridge Wealth Group's State Street Financial Select Sector SPDR ETF position peaked at $15.3M in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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