Onyx Bridge Wealth Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$789K	Sell
2025 Q2	$1.15M	Sell
2025 Q1	$9.12M	Buy
2024 Q4	$383K	Sell
2024 Q3	$12.7M	Buy
2023 Q1	–	Sell
2022 Q4	$301K	Sell
2022 Q3	$4.24M	Buy