Midwest Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Midwest Financial Group’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 Q2	$1.93M	Sell	36,295 -3,994	-10%	-$228K	0.68%	37
2026 Q1	$2.47M	Sell	40,289 -1,385	-3%	-$74.3K	1.05%	29
2025 Q4	$1.86M	Sell	41,674 -19,620	-32%	-$874K	0.82%	36
2025 Q3	$2.74M	Sell	61,294 -154	-0.3%	-$6.74K	1.31%	23
2025 Q2	$2.61M	Sell	61,448 -1,928	-3%	-$80.3K	1.37%	23
2025 Q1	$2.96M	Buy	63,376 +1,548	+3%	+$69.8K	1.72%	17
2024 Q4	$2.65M	Buy	61,828 +3,046	+5%	+$138K	1.52%	18
2024 Q3	$2.58M	Buy	58,782 +3,360	+6%	+$150K	1.52%	18
2024 Q2	$2.53M	Buy	55,422 +1,126	+2%	+$52.4K	1.61%	18
2024 Q1	$2.56M	Buy	54,296 +4,176	+8%	+$179K	1.72%	16
2023 Q4	$2.1M	Buy	50,120 +5,578	+13%	+$239K	1.57%	17
2023 Q3	$2.01M	Buy	44,542 +1,044	+2%	+$45.7K	1.7%	15
2023 Q2	$1.76M	Buy	43,498 +21,628	+99%	+$881K	1.5%	16
2023 Q1	$906K	Buy	+21,870	New	+$935K	0.83%	34

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Midwest Financial Group's XLE Position: Q2 2026 in Review

Midwest Financial Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.9% in Q2 2026, selling an estimated $228K and leaving 36,295 shares worth $1.93M. The position accounts for 0.68% of the portfolio, ranked #37.

Midwest Financial Group first reported a position in XLE in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.96M in Q1 2025. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Midwest Financial Group held 36,295 shares of State Street Energy Select Sector SPDR ETF worth $1.93M as of Q2 2026.
Midwest Financial Group sold 3,994 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $228K.
State Street Energy Select Sector SPDR ETF made up 0.68% of Midwest Financial Group's portfolio in Q2 2026, its #37 holding.
Midwest Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Midwest Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $2.96M in Q1 2025.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.