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Magnolia Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Magnolia Capital Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,956
Closed -$225K – 236
2024
Q3 		$225K Buy
+4,956
New +$216K 0.11% 132
2024
Q2 		– Sell
-8,523
Closed -$344K – 166
2024
Q1 		$344K Buy
+8,523
New +$336K 0.29% 73

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Magnolia Capital Advisors's XLF Position: Q4 2024 in Review

Magnolia Capital Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2024, closing a stake of 4,956 shares — an estimated $225K sold.

Magnolia Capital Advisors first reported a position in XLF in Q1 2024 and held it in 2 quarters. The position peaked at $344K in Q1 2024. 1,772 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

  • Magnolia Capital Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Magnolia Capital Advisors sold 4,956 State Street Financial Select Sector SPDR ETF shares in Q4 2024, an estimated $225K.
  • Magnolia Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and held it in 2 quarters.
  • Magnolia Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $344K in Q1 2024.
  • 1,772 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

Based on Magnolia Capital Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.