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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46.9M	Buy	246,355 +134,661	+121%	+$23M	4.22%	3
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

Other funds holding XLK

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Onyx Bridge Wealth Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 121% in Q2 2026, buying an estimated $23M and bringing the position to 246,355 shares worth $46.9M. The position accounts for 4.22% of the portfolio, ranked #3.

Onyx Bridge Wealth Group first reported a position in XLK in Q3 2021 and has held it in 16 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Onyx Bridge Wealth Group held 246,355 shares of State Street Technology Select Sector SPDR ETF worth $46.9M as of Q2 2026.
Onyx Bridge Wealth Group bought 134,661 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $23M.
State Street Technology Select Sector SPDR ETF made up 4.22% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #3 holding.
Onyx Bridge Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 16 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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