Midwest Financial Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
25,822
+478
| +2% | +$39K | 1.11% | 27 |
|
|
2025
Q1 | $2M | Buy |
25,344
+1,911
| +8% | +$151K | 1.16% | 27 |
|
|
2024
Q4 | $1.77M | Buy |
23,433
+3,470
| +17% | +$263K | 1.02% | 28 |
|
|
2024
Q3 | $1.61M | Buy |
19,963
+770
| +4% | +$62.2K | 0.95% | 29 |
|
|
2024
Q2 | $1.31M | Buy |
19,193
+3,331
| +21% | +$227K | 0.83% | 32 |
|
|
2024
Q1 | $1.04M | Buy |
15,862
+3,717
| +31% | +$244K | 0.7% | 36 |
|
|
2023
Q4 | $769K | Sell |
12,145
-498
| -4% | -$31.5K | 0.57% | 48 |
|
|
2023
Q3 | $745K | Buy |
12,643
+6,126
| +94% | +$361K | 0.63% | 47 |
|
|
2023
Q2 | $426K | Buy |
6,517
+424
| +7% | +$27.7K | 0.36% | 70 |
|
|
2023
Q1 | $412K | Buy |
+6,093
| New | +$412K | 0.38% | 63 |
|