Onyx Bridge Wealth Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.8M	Sell	9,723 -65,386	-87%	-$11.4M	0.16%	115
2026 Q1	$12.1M	Sell	75,109 -5,205	-6%	-$874K	1.31%	14
2025 Q4	$12.5M	Buy	80,314 +75,221	+1,477%	+$11.6M	1.33%	14
2025 Q3	$785K	Sell	5,093 -71,334	-93%	-$10.8M	0.09%	162
2025 Q2	$11.3M	Buy	76,427 +72,022	+1,635%	+$9.82M	1.49%	15
2025 Q1	$577K	Sell	4,405 -96,585	-96%	-$13.1M	0.08%	144
2024 Q4	$13.3M	Buy	100,990 +3,590	+4%	+$495K	1.92%	10
2024 Q3	$13.2M	Buy	97,400 +93,693	+2,527%	+$11.9M	1.99%	11
2024 Q2	$452K	Sell	3,707 -142	-4%	-$17.5K	0.07%	160
2024 Q1	$472K	Sell	3,849 -71,396	-95%	-$8.4M	0.08%	153
2023 Q4	$8.58M	Buy	75,245 +71,810	+2,091%	+$7.54M	1.73%	16
2023 Q3	$348K	Sell	3,435 -258	-7%	-$27.6K	0.08%	161
2023 Q2	$396K	Buy	3,693 +532	+17%	+$53.6K	0.09%	149
2023 Q1	$320K	Sell	3,161 -73	-2%	-$7.34K	0.13%	121
2022 Q4	$326K	Sell	3,234 -96	-3%	-$9.14K	0.13%	114
2022 Q3	$282K	Sell	3,330 -272	-8%	-$25K	0.13%	119
2022 Q2	$326K	Buy	3,602 +271	+8%	+$25.5K	0.15%	95
2022 Q1	$322K	Buy	3,331 +226	+7%	+$23K	0.12%	97
2021 Q4	$326K	Buy	+3,105	New	+$323K	0.11%	105

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Onyx Bridge Wealth Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 87% in Q2 2026, selling an estimated $11.4M and leaving 9,723 shares worth $1.8M. The position accounts for 0.16% of the portfolio, ranked #115.

Onyx Bridge Wealth Group first reported a position in XLI in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.3M in Q4 2024. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Onyx Bridge Wealth Group held 9,723 shares of State Street Industrial Select Sector SPDR ETF worth $1.8M as of Q2 2026.
Onyx Bridge Wealth Group sold 65,386 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $11.4M.
State Street Industrial Select Sector SPDR ETF made up 0.16% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #115 holding.
Onyx Bridge Wealth Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Onyx Bridge Wealth Group's State Street Industrial Select Sector SPDR ETF position peaked at $13.3M in Q4 2024.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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