Onyx Bridge Wealth Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$358K	Sell	3,057 -93	-3%	-$10.9K	0.03%	287
2026 Q1	$343K	Sell	3,150 -99,527	-97%	-$11.6M	0.04%	272
2025 Q4	$12.3M	Sell	102,677 -1,633	-2%	-$194K	1.3%	15
2025 Q3	$12.5M	Sell	104,310 -426	-0.4%	-$48.8K	1.36%	17
2025 Q2	$11.4M	Buy	104,736 +102,026	+3,765%	+$10.4M	1.5%	14
2025 Q1	$268K	Sell	2,710 -24	-0.9%	-$2.6K	0.04%	226
2024 Q4	$307K	Buy	2,734 +2	+0.1%	+$214	0.04%	210
2024 Q3	$274K	Sell	2,732 -114	-4%	-$10.7K	0.04%	219
2024 Q2	$259K	Sell	2,846 -234	-8%	-$20.8K	0.04%	214
2024 Q1	$271K	Sell	3,080 -836	-21%	-$74.4K	0.05%	200
2023 Q4	$350K	Sell	3,916 -716	-15%	-$59.3K	0.07%	171
2023 Q3	$373K	Sell	4,632 -266	-5%	-$22.5K	0.09%	155
2023 Q2	$416K	Buy	4,898 +426	+10%	+$32.6K	0.1%	144
2023 Q1	$334K	Sell	4,472 -384	-8%	-$27.5K	0.13%	116
2022 Q4	$321K	Sell	4,856 -278	-5%	-$19.4K	0.13%	116
2022 Q3	$357K	Sell	5,134 -1,684	-25%	-$132K	0.16%	103
2022 Q2	$527K	Sell	6,818 -72,382	-91%	-$5.7M	0.23%	62
2022 Q1	$6.66M	Buy	79,200 +67,928	+603%	+$6.22M	2.53%	11
2021 Q4	$1.19M	Buy	11,272 +4,542	+67%	+$452K	0.4%	30
2021 Q3	$644K	Buy	+6,730	New	+$611K	0.24%	50

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

Onyx Bridge Wealth Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3% in Q2 2026, selling an estimated $10.9K and leaving 3,057 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #287.

Onyx Bridge Wealth Group first reported a position in XLY in Q3 2021 and has held it in 20 quarters since. The position peaked at $12.5M in Q3 2025. 1,310 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Onyx Bridge Wealth Group held 3,057 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $358K as of Q2 2026.
Onyx Bridge Wealth Group sold 93 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $10.9K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #287 holding.
Onyx Bridge Wealth Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Onyx Bridge Wealth Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $12.5M in Q3 2025.
1,310 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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