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Onyx Bridge Wealth Group’s State Street Utilities Select Sector SPDR ETF 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
2026
Q2 		$582K Sell
12,843
-248,489
-95% -$11.3M 0.05% 217
2026
Q1 		$12M Buy
261,332
+244,640
+1,466% +$11M 1.29% 16
2025
Q4 		$713K Sell
16,692
-1,400
-8% -$62K 0.08% 175
2025
Q3 		$789K Sell
18,092
-10,170
-36% -$430K 0.09% 160
2025
Q2 		$1.15M Sell
28,262
-203,028
-88% -$8.09M 0.15% 109
2025
Q1 		$9.12M Buy
231,290
+221,168
+2,185% +$8.64M 1.31% 21
2024
Q4 		$383K Sell
10,122
-305,514
-97% -$12.1M 0.06% 183
2024
Q3 		$12.7M Buy
+315,636
New +$11.7M 1.92% 12
2023
Q1 		– Sell
-8,492
Closed -$301K – 210
2022
Q4 		$301K Sell
8,492
-129,276
-94% -$4.39M 0.12% 119
2022
Q3 		$4.24M Buy
+137,768
New +$5.05M 1.93% 13

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Onyx Bridge Wealth Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 95% in Q2 2026, selling an estimated $11.3M and leaving 12,843 shares worth $582K. The position accounts for 0.05% of the portfolio, ranked #217.

Onyx Bridge Wealth Group first reported a position in XLU in Q3 2022 and has held it in 10 quarters since. The position peaked at $12.7M in Q3 2024. 457 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Onyx Bridge Wealth Group held 12,843 shares of State Street Utilities Select Sector SPDR ETF worth $582K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 248,489 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $11.3M.
  • State Street Utilities Select Sector SPDR ETF made up 0.05% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #217 holding.
  • Onyx Bridge Wealth Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and has held it in 10 quarters since.
  • Onyx Bridge Wealth Group's State Street Utilities Select Sector SPDR ETF position peaked at $12.7M in Q3 2024.
  • 457 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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