Magnolia Capital Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
3,720
| – | – | 0.24% | 66 |
|
|
2025
Q1 | $293K | Buy |
+3,720
| New | +$293K | 0.25% | 64 |
|
|
2023
Q4 | – | Sell |
-1,085
| Closed | -$64K | – | 125 |
|
|
2023
Q3 | $64K | Hold |
1,085
| – | – | 0.06% | 84 |
|
|
2023
Q2 | $71K | Hold |
1,085
| – | – | 0.06% | 87 |
|
|
2023
Q1 | $73K | Buy |
+1,085
| New | +$73K | 0.07% | 97 |
|