Midwest Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$312K	Buy	2,660 +116	+5%	+$13.5K	0.11%	109
2026 Q1	$277K	Buy	2,544 +15	+0.6%	+$1.75K	0.12%	105
2025 Q4	$302K	Buy	2,529 +3	+0.1%	+$356	0.13%	96
2025 Q3	$303K	Buy	2,526 +4	+0.2%	+$458	0.14%	94
2025 Q2	$274K	Buy	2,522 +6	+0.2%	+$614	0.14%	93
2025 Q1	$248K	Buy	2,516 +6	+0.2%	+$651	0.14%	93
2024 Q4	$282K	Sell	2,510 -2	-0.1%	-$214	0.16%	94
2024 Q3	$252K	Buy	2,512 +4	+0.2%	+$374	0.15%	95
2024 Q2	$229K	Buy	2,508 +102	+4%	+$9.06K	0.15%	97
2024 Q1	$221K	Buy	2,406 +42	+2%	+$3.74K	0.15%	99
2023 Q4	$211K	Buy	+2,364	New	+$196K	0.16%	97
2023 Q3	–	Sell	-2,356	Closed	-$200K	–	101
2023 Q2	$200K	Buy	+2,356	New	+$180K	0.17%	96

Other funds holding XLY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

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

Midwest Financial Group increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.6% in Q2 2026, buying an estimated $13.5K and bringing the position to 2,660 shares worth $312K. The position accounts for 0.11% of the portfolio, ranked #109.

Midwest Financial Group first reported a position in XLY in Q2 2023 and has held it in 12 quarters since. 510 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Midwest Financial Group held 2,660 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $312K as of Q2 2026.
Midwest Financial Group bought 116 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $13.5K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of Midwest Financial Group's portfolio in Q2 2026, its #109 holding.
Midwest Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
510 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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