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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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