Magnolia Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$202K Buy
3,797
+2
+0.1% +$114 0.11% 152
2026
Q1
$232K Sell
3,795
-915
-19% -$49.1K 0.15% 117
2025
Q4
$211K Sell
4,710
-1,904
-29% -$84.8K 0.15% 116
2025
Q3
$295K Sell
6,614
-1,070
-14% -$46.8K 0.22% 81
2025
Q2
$326K Sell
7,684
-1,500
-16% -$62.5K 0.25% 77
2025
Q1
$429K Sell
9,184
-232
-2% -$10.5K 0.35% 59
2024
Q4
$403K Buy
+9,416
New +$428K 0.35% 68

Other funds holding XLE

Magnolia Private Wealth's XLE Position: Q2 2026 in Review

Magnolia Private Wealth increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.05% in Q2 2026, buying an estimated $114 and bringing the position to 3,797 shares worth $202K. The position accounts for 0.11% of the portfolio, ranked #152.

Magnolia Private Wealth first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. The position peaked at $429K in Q1 2025. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Magnolia Private Wealth held 3,797 shares of State Street Energy Select Sector SPDR ETF worth $202K as of Q2 2026.
  • Magnolia Private Wealth bought 2 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $114.
  • State Street Energy Select Sector SPDR ETF made up 0.11% of Magnolia Private Wealth's portfolio in Q2 2026, its #152 holding.
  • Magnolia Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Magnolia Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $429K in Q1 2025.
  • 2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.