MFG
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Midwest Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Midwest Financial Group’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$392K Sell
2,058
-73
-3% -$12.5K 0.14% 100
2026
Q1 		$283K Buy
2,131
+176
+9% +$24.8K 0.12% 104
2025
Q4 		$281K Buy
1,955
+3
+0.2% +$433 0.12% 104
2025
Q3 		$275K Buy
1,952
+12
+0.6% +$1.59K 0.13% 99
2025
Q2 		$246K Buy
+1,940
New +$215K 0.13% 100
2025
Q1 		– Sell
-1,806
Closed -$210K – 113
2024
Q4 		$210K Sell
1,806
-26
-1% -$3.02K 0.12% 107
2024
Q3 		$207K Buy
1,832
+2
+0.1% +$220 0.12% 105
2024
Q2 		$207K Buy
+1,830
New +$193K 0.13% 99

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Midwest Financial Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.4% in Q2 2026, selling an estimated $12.5K and leaving 2,058 shares worth $392K. The position accounts for 0.14% of the portfolio, ranked #100.

Midwest Financial Group first reported a position in XLK in Q2 2024 and has held it in 8 quarters since. 858 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Midwest Financial Group held 2,058 shares of State Street Technology Select Sector SPDR ETF worth $392K as of Q2 2026.
  • Midwest Financial Group sold 73 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $12.5K.
  • State Street Technology Select Sector SPDR ETF made up 0.14% of Midwest Financial Group's portfolio in Q2 2026, its #100 holding.
  • Midwest Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
  • 858 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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