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Onyx Bridge Wealth Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Onyx Bridge Wealth Group’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,320
Closed -$204K – 389
2025
Q4 		$204K Buy
+1,320
New +$198K 0.02% 339
2025
Q3 		– Sell
-1,570
Closed -$212K – 381
2025
Q2 		$212K Sell
1,570
-945
-38% -$128K 0.03% 280
2025
Q1 		$367K Buy
2,515
+25
+1% +$3.63K 0.05% 191
2024
Q4 		$343K Sell
2,490
-75,425
-97% -$11M 0.05% 200
2024
Q3 		$12M Buy
77,915
+75,467
+3,083% +$11.4M 1.81% 13
2024
Q2 		$357K Buy
2,448
+13
+0.5% +$1.86K 0.06% 187
2024
Q1 		$341K Sell
2,435
-1,392
-36% -$200K 0.06% 187
2023
Q4 		$522K Sell
3,827
-248
-6% -$32.3K 0.11% 127
2023
Q3 		$525K Buy
4,075
+46
+1% +$6.11K 0.12% 126
2023
Q2 		$535K Buy
4,029
+781
+24% +$103K 0.13% 120
2023
Q1 		$421K Buy
3,248
+3
+0.1% +$392 0.17% 99
2022
Q4 		$440K Sell
3,245
-134
-4% -$17.8K 0.18% 88
2022
Q3 		$412K Sell
3,379
-450
-12% -$58K 0.19% 91
2022
Q2 		$497K Buy
3,829
+261
+7% +$34.2K 0.22% 67
2022
Q1 		$471K Sell
3,568
-203
-5% -$26.9K 0.18% 68
2021
Q4 		$526K Buy
3,771
+1,764
+88% +$234K 0.18% 71
2021
Q3 		$255K Buy
+2,007
New +$265K 0.1% 119

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Onyx Bridge Wealth Group's XLV Position: Q1 2026 in Review

Onyx Bridge Wealth Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 1,320 shares — an estimated $204K sold.

Onyx Bridge Wealth Group first reported a position in XLV in Q3 2021 and held it in 17 quarters. The position peaked at $12M in Q3 2024. 1,816 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Onyx Bridge Wealth Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 1,320 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $204K.
  • Onyx Bridge Wealth Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and held it in 17 quarters.
  • Onyx Bridge Wealth Group's State Street Health Care Select Sector SPDR ETF position peaked at $12M in Q3 2024.
  • 1,816 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.