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 Q3	$2.27M	Buy	36,925 +630	+2%	+$38.2K	0.77%	34
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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Midwest Financial Group's XLE Position: Q3 2026 in Review

Midwest Financial Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.7% in Q3 2026, buying an estimated $38.2K and bringing the position to 36,925 shares worth $2.27M. The position accounts for 0.77% of the portfolio, ranked #34.

Midwest Financial Group first reported a position in XLE in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.96M in Q1 2025. 1,027 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Midwest Financial Group held 36,925 shares of State Street Energy Select Sector SPDR ETF worth $2.27M as of Q3 2026.
Midwest Financial Group bought 630 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $38.2K.
State Street Energy Select Sector SPDR ETF made up 0.77% of Midwest Financial Group's portfolio in Q3 2026, its #34 holding.
Midwest Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 15 quarters since.
Midwest Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $2.96M in Q1 2025.
1,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.