Magnolia Capital Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Magnolia Capital Advisors’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$931K	Buy	7,004 +2,281	+48%	+$321K	0.18%	139
2025 Q4	$680K	Buy	+4,723	New	+$682K	0.14%	148
2025 Q3	–	Sell	-4,318	Closed	-$547K	–	255
2025 Q2	$547K	Buy	4,318 +622	+17%	+$69K	0.14%	150
2025 Q1	$382K	Sell	3,696 -4,000	-52%	-$453K	0.1%	171
2024 Q4	$895K	Sell	7,696 -3,012	-28%	-$350K	0.23%	110
2024 Q3	$1.21M	Buy	10,708 +7,418	+225%	+$814K	0.6%	49
2024 Q2	$372K	Sell	3,290 -4,056	-55%	-$427K	0.21%	95
2024 Q1	$707K	Buy	7,346 +2,050	+39%	+$207K	0.59%	51
2023 Q4	$535K	Buy	5,296 +1,488	+39%	+$132K	0.39%	67
2023 Q3	$310K	Buy	3,808 +412	+12%	+$35.3K	0.3%	55
2023 Q2	$295K	Sell	3,396 -688	-17%	-$54.2K	0.15%	109
2023 Q1	$308K	Buy	+4,084	New	+$281K	0.16%	119

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Magnolia Capital Advisors's XLK Position: Q1 2026 in Review

Magnolia Capital Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 48% in Q1 2026, buying an estimated $321K and bringing the position to 7,004 shares worth $931K. The position accounts for 0.18% of the portfolio, ranked #139.

Magnolia Capital Advisors first reported a position in XLK in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.21M in Q3 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Magnolia Capital Advisors held 7,004 shares of State Street Technology Select Sector SPDR ETF worth $931K as of Q1 2026.
Magnolia Capital Advisors bought 2,281 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $321K.
State Street Technology Select Sector SPDR ETF made up 0.18% of Magnolia Capital Advisors's portfolio in Q1 2026, its #139 holding.
Magnolia Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
Magnolia Capital Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.21M in Q3 2024.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.