Onyx Bridge Wealth Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.8M	Sell	111,694 -717	-0.6%	-$101K	1.6%	11
2025 Q4	$16.2M	Sell	112,411 -2,887	-3%	-$417K	1.72%	9
2025 Q3	$16.2M	Buy	115,298 +87,936	+321%	+$11.6M	1.77%	10
2025 Q2	$3.46M	Sell	27,362 -86,090	-76%	-$9.55M	0.46%	51
2025 Q1	$11.7M	Sell	113,452 -34,052	-23%	-$3.86M	1.68%	14
2024 Q4	$17.1M	Buy	147,504 +115,662	+363%	+$13.5M	2.47%	6
2024 Q3	$3.59M	Sell	31,842 -103,978	-77%	-$11.4M	0.54%	41
2024 Q2	$15.4M	Buy	135,820 +9,212	+7%	+$970K	2.52%	8
2024 Q1	$12.7M	Buy	126,608 +14,650	+13%	+$1.48M	2.26%	9
2023 Q4	$10.8M	Buy	111,958 +86,588	+341%	+$7.71M	2.17%	13
2023 Q3	$2.08M	Buy	25,370 +652	+3%	+$55.9K	0.49%	39
2023 Q2	$2.15M	Buy	+24,718	New	+$1.95M	0.51%	41
2022 Q2	–	Sell	-87,712	Closed	-$6.22M	–	191
2022 Q1	$6.22M	Buy	87,712 +79,756	+1,002%	+$6.26M	2.36%	14
2021 Q4	$698K	Buy	7,956 +2,406	+43%	+$198K	0.24%	52
2021 Q3	$436K	Buy	+5,550	New	+$428K	0.16%	76