Mid-American Wealth Advisory Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-284
Closed -$11.6K 338
2025
Q2
$11.6K Buy
+284
New +$11.3K 0.01% 157
2024
Q3
Sell
-7,462
Closed -$254K 65
2024
Q2
$254K Sell
7,462
-2,308
-24% -$79.3K 0.16% 50
2024
Q1
$321K Sell
9,770
-3,014
-24% -$94.1K 0.22% 34
2023
Q4
$405K Sell
12,784
-520
-4% -$15.9K 0.3% 29
2023
Q3
$385K Sell
13,304
-152,948
-92% -$4.93M 0.31% 27
2023
Q2
$5.56M Buy
+166,252
New +$5.6M 4.33% 9
2022
Q1
$4.83M Buy
129,696
+96,256
+288% +$3.34M 3.78% 7
2021
Q4
$1.2M Buy
+33,440
New +$1.13M 0.96% 29

Other funds holding XLU

Mid-American Wealth Advisory Group's XLU Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 284 shares — an estimated $11.6K sold.

Mid-American Wealth Advisory Group first reported a position in XLU in Q4 2021 and held it in 8 quarters. The position peaked at $5.56M in Q2 2023. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 284 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $11.6K.
  • Mid-American Wealth Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and held it in 8 quarters.
  • Mid-American Wealth Advisory Group's State Street Utilities Select Sector SPDR ETF position peaked at $5.56M in Q2 2023.
  • 1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.