OBWG
Onyx Bridge Wealth Group’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
52,368
+51,013
| +3,765% | +$11.1M | 1.5% | 14 |
|
|
2025
Q1 | $268K | Sell |
1,355
-12
| -0.9% | -$2.37K | 0.04% | 226 |
|
|
2024
Q4 | $307K | Buy |
1,367
+1
| +0.1% | +$224 | 0.04% | 210 |
|
|
2024
Q3 | $274K | Sell |
1,366
-57
| -4% | -$11.4K | 0.04% | 219 |
|
|
2024
Q2 | $259K | Sell |
1,423
-117
| -8% | -$21.3K | 0.04% | 214 |
|
|
2024
Q1 | $271K | Sell |
1,540
-418
| -21% | -$73.6K | 0.05% | 200 |
|
|
2023
Q4 | $350K | Sell |
1,958
-358
| -15% | -$64K | 0.07% | 171 |
|
|
2023
Q3 | $373K | Sell |
2,316
-133
| -5% | -$21.4K | 0.09% | 155 |
|
|
2023
Q2 | $416K | Buy |
2,449
+213
| +10% | +$36.2K | 0.1% | 144 |
|
|
2023
Q1 | $334K | Sell |
2,236
-192
| -8% | -$28.7K | 0.13% | 116 |
|
|
2022
Q4 | $321K | Sell |
2,428
-139
| -5% | -$18.4K | 0.13% | 116 |
|
|
2022
Q3 | $357K | Sell |
2,567
-842
| -25% | -$117K | 0.16% | 103 |
|
|
2022
Q2 | $527K | Sell |
3,409
-36,191
| -91% | -$5.59M | 0.23% | 62 |
|
|
2022
Q1 | $6.66M | Buy |
39,600
+33,964
| +603% | +$5.71M | 2.53% | 11 |
|
|
2021
Q4 | $1.19M | Buy |
5,636
+2,271
| +67% | +$477K | 0.4% | 30 |
|
|
2021
Q3 | $644K | Buy |
+3,365
| New | +$644K | 0.24% | 50 |
|