Midwest Financial Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.93M	Buy	63,799 +2,303	+4%	+$103K	1.25%	23
2025 Q4	$2.63M	Buy	61,496 +9,048	+17%	+$401K	1.16%	23
2025 Q3	$2.29M	Buy	52,448 +804	+2%	+$34K	1.09%	27
2025 Q2	$2.11M	Buy	51,644 +956	+2%	+$38.1K	1.11%	27
2025 Q1	$2M	Buy	50,688 +3,822	+8%	+$149K	1.16%	27
2024 Q4	$1.77M	Buy	46,866 +6,940	+17%	+$275K	1.02%	28
2024 Q3	$1.61M	Buy	39,926 +1,540	+4%	+$57.1K	0.95%	29
2024 Q2	$1.31M	Buy	38,386 +6,662	+21%	+$229K	0.83%	32
2024 Q1	$1.04M	Buy	31,724 +7,434	+31%	+$232K	0.7%	36
2023 Q4	$769K	Sell	24,290 -996	-4%	-$30.5K	0.57%	48
2023 Q3	$745K	Buy	25,286 +12,252	+94%	+$395K	0.63%	47
2023 Q2	$426K	Buy	13,034 +848	+7%	+$28.5K	0.36%	70
2023 Q1	$412K	Buy	+12,186	New	+$413K	0.38%	63

Other funds holding XLU

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Midwest Financial Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.7% in Q1 2026, buying an estimated $103K and bringing the position to 63,799 shares worth $2.93M. The position accounts for 1.25% of the portfolio, ranked #23.

Midwest Financial Group first reported a position in XLU in Q1 2023 and has held it in 13 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Midwest Financial Group held 63,799 shares of State Street Utilities Select Sector SPDR ETF worth $2.93M as of Q1 2026.
Midwest Financial Group bought 2,303 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $103K.
State Street Utilities Select Sector SPDR ETF made up 1.25% of Midwest Financial Group's portfolio in Q1 2026, its #23 holding.
Midwest Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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