Midwest Financial Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.19M	Sell	14,570 -8	-0.1%	-$674	0.51%	48
2025 Q4	$1.13M	Sell	14,578 -151	-1%	-$11.8K	0.5%	50
2025 Q3	$1.15M	Sell	14,729 -305	-2%	-$24.6K	0.55%	44
2025 Q2	$1.22M	Sell	15,034 -531	-3%	-$43.1K	0.64%	43
2025 Q1	$1.27M	Sell	15,565 -211	-1%	-$16.8K	0.74%	38
2024 Q4	$1.24M	Sell	15,776 -1,010	-6%	-$82K	0.71%	38
2024 Q3	$1.39M	Sell	16,786 -355	-2%	-$28.5K	0.82%	32
2024 Q2	$1.31M	Sell	17,141 -361	-2%	-$27.5K	0.84%	31
2024 Q1	$1.34M	Sell	17,502 -702	-4%	-$51.9K	0.9%	30
2023 Q4	$1.31M	Sell	18,204 -109	-0.6%	-$7.55K	0.98%	28
2023 Q3	$1.26M	Buy	18,313 +767	+4%	+$56.1K	1.07%	23
2023 Q2	$1.3M	Sell	17,546 -186	-1%	-$14K	1.1%	22
2023 Q1	$1.32M	Buy	+17,732	New	+$1.3M	1.22%	21

Other funds holding XLP

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Midwest Financial Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.05% in Q1 2026, selling an estimated $674 and leaving 14,570 shares worth $1.19M. The position accounts for 0.51% of the portfolio, ranked #48.

Midwest Financial Group first reported a position in XLP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.39M in Q3 2024. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Midwest Financial Group held 14,570 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.19M as of Q1 2026.
Midwest Financial Group sold 8 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $674.
State Street Consumer Staples Select Sector SPDR ETF made up 0.51% of Midwest Financial Group's portfolio in Q1 2026, its #48 holding.
Midwest Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Midwest Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.39M in Q3 2024.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

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