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

Magnolia Private Wealth’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

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

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

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

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Magnolia Private Wealth's XLE Position: Q1 2026 in Review

Magnolia Private Wealth reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 19% in Q1 2026, selling an estimated $49.1K and leaving 3,795 shares worth $232K. The position accounts for 0.15% of the portfolio, ranked #117.

Magnolia Private Wealth first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. The position peaked at $429K in Q1 2025. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Magnolia Private Wealth held 3,795 shares of State Street Energy Select Sector SPDR ETF worth $232K as of Q1 2026.
Magnolia Private Wealth sold 915 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $49.1K.
State Street Energy Select Sector SPDR ETF made up 0.15% of Magnolia Private Wealth's portfolio in Q1 2026, its #117 holding.
Magnolia Private Wealth first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Magnolia Private Wealth's State Street Energy Select Sector SPDR ETF position peaked at $429K in Q1 2025.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.