Form 13-F position report

* SELECT SECTOR SPDR TR

Reported by Onyx Bridge Wealth Group LLC

ETF profile Manager portfolio Source filing
XLI CUSIP 81369Y704 Manager CIK 0001819476
Latest reported change

Reported 3,435 shares, down 258 (7.0%) from the prior quarter.

Reported value -12.1%; share count -7.0% vs. the prior quarter.

Reduced
% of reported 13F value 0.08% This manager · Q3 2023
Shares 3,435 Quarter-end amount reported
Reported value $348,288 Fair value at quarter end
Consecutive quarters held 8 Through Q3 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 9,145 -578 (-5.9%) 0.13% $1,527,023 2026-10-16
Q2 2026 Reduced 9,723 -65,386 (-87.1%) 0.16% $1,800,988 2026-07-23
Q1 2026 Reduced 75,109 -5,205 (-6.5%) 1.31% $12,147,433 2026-04-22
Q4 2025 Added 80,314 +75,221 (1476.9%) 1.33% $12,458,278 2026-02-18
Q3 2025 Reduced 5,093 -71,334 (-93.3%) 0.09% $785,426 2025-11-06
Q2 2025 Added 76,427 +72,022 (1635.0%) 1.49% $11,274,578 2025-07-30
Q1 2025 Reduced 4,405 -96,585 (-95.6%) 0.08% $577,344 2025-04-29
Q4 2024 Added 100,990 +3,590 (3.7%) 1.92% $13,306,500 2025-01-27
Q3 2024 Added 97,400 +93,693 (2527.5%) 1.99% $13,191,907 2024-10-17
Q2 2024 Reduced 3,707 -142 (-3.7%) 0.07% $451,828 2024-07-22
Q1 2024 Reduced 3,849 -71,396 (-94.9%) 0.08% $472,138 2024-04-29
Q4 2023 Added 75,245 +71,810 (2090.5%) 1.73% $8,577,156 2024-01-31
Q3 2023 Reduced 3,435 -258 (-7.0%) 0.08% $348,288 2023-10-16
Q2 2023 Added 3,693 +532 (16.8%) 0.09% $396,356 2023-07-25
Q1 2023 Reduced 3,161 -73 (-2.3%) 0.13% $319,848 2023-04-10
Q4 2022 Reduced 3,234 -96 (-2.9%) 0.13% $326,358 2023-01-11
Q3 2022 Reduced 3,330 -272 (-7.6%) 0.13% $282,000 2022-10-13
Q2 2022 Added 3,602 +271 (8.1%) 0.15% $326,000 2022-07-25
Q1 2022 Added 3,331 +226 (7.3%) 0.12% $322,000 2022-05-09
Q4 2021 New 3,105 +3,105 (0.0%) 0.11% $326,000 2022-01-18
Institutional context

Who else reported the position

1184 managers reported * SELECT SECTOR SPDR TR for Q3 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 19,254,267 +68,620 0.21% $1,951,997,610 42 qtrs
The Goldman Sachs Group Inc Added 14,136,218 +580,364 0.3% $1,433,129,756 42 qtrs
MORGAN STANLEY Reduced 8,088,553 -1,646,826 0.08% $820,017,690 42 qtrs
JPMorgan Chase & Co Reduced 5,999,767 -1,717,377 0.07% $608,256,393 42 qtrs
WELLS FARGO & COMPANY MN Added 5,035,896 +267,143 0.15% $510,539,175 42 qtrs
Migdal Insurance & Financial Holdings Ltd Added 4,396,242 +1,882,591 9.53% $445,695,000 32 qtrs
Citigroup Inc Added 4,173,745 +457,316 0.32% $423,134,286 42 qtrs
LPL Financial LLC Added 3,813,333 +128,207 0.27% $386,595,662 42 qtrs
UBS Group AG Reduced 3,302,410 -328,569 0.12% $334,798,326 36 qtrs
Barclays PLC Added 3,065,371 +294,750 0.19% $310,767,314 42 qtrs
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Filing details and methodology As reported
Report period
September 30, 2023
Filed
October 16, 2023
Filing type
13F-HR
Position type
INDL

Voting authority reported

Sole
0
Shared
0
None
3,435

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.