Midwest Financial Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Midwest Financial Group’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$349K	Buy	3,151 +4	+0.1%	+$463	0.15%	94
2025 Q4	$370K	Buy	3,147 +4	+0.1%	+$460	0.16%	88
2025 Q3	$372K	Buy	3,143 +5	+0.2%	+$556	0.18%	87
2025 Q2	$341K	Buy	3,138 +3	+0.1%	+$296	0.18%	84
2025 Q1	$302K	Sell	3,135 -72	-2%	-$7.19K	0.18%	85
2024 Q4	$310K	Buy	3,207 +3	+0.1%	+$286	0.18%	91
2024 Q3	$290K	Buy	3,204 +4	+0.1%	+$345	0.17%	92
2024 Q2	$274K	Buy	3,200 +3	+0.1%	+$247	0.17%	90
2024 Q1	$261K	Buy	3,197 +3	+0.1%	+$234	0.18%	89
2023 Q4	$232K	Sell	3,194 -3,095	-49%	-$213K	0.17%	94
2023 Q3	$412K	Buy	6,289 +28	+0.4%	+$1.87K	0.35%	72
2023 Q2	$407K	Sell	6,261 -129	-2%	-$7.86K	0.35%	73
2023 Q1	$370K	Buy	+6,390	New	+$347K	0.34%	70

Other funds holding XLC

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Midwest Financial Group's XLC Position: Q1 2026 in Review

Midwest Financial Group increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.13% in Q1 2026, buying an estimated $463 and bringing the position to 3,151 shares worth $349K. The position accounts for 0.15% of the portfolio, ranked #94.

Midwest Financial Group first reported a position in XLC in Q1 2023 and has held it in 13 quarters since. The position peaked at $412K in Q3 2023. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Midwest Financial Group held 3,151 shares of State Street Communication Services Select Sector SPDR ETF worth $349K as of Q1 2026.
Midwest Financial Group bought 4 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $463.
State Street Communication Services Select Sector SPDR ETF made up 0.15% of Midwest Financial Group's portfolio in Q1 2026, its #94 holding.
Midwest Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Midwest Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $412K in Q3 2023.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.