Midwest Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.28M Sell
98,517
-572
-0.6% -$29.7K 0.06% 209
2026
Q1
$4.89M Sell
99,089
-554
-0.6% -$28.9K 0.06% 210
2025
Q4
$5.46M Buy
99,643
+2,395
+2% +$128K 0.07% 202
2025
Q3
$5.24M Sell
97,248
-3,451
-3% -$183K 0.07% 207
2025
Q2
$5.27M Buy
+100,699
New +$4.98M 0.07% 202

Other funds holding XLF

Midwest Trust's XLF Position: Q2 2026 in Review

Midwest Trust reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.58% in Q2 2026, selling an estimated $29.7K and leaving 98,517 shares worth $5.28M. The position accounts for 0.06% of the portfolio, ranked #209.

Midwest Trust first reported a position in XLF in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.46M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Midwest Trust held 98,517 shares of State Street Financial Select Sector SPDR ETF worth $5.28M as of Q2 2026.
  • Midwest Trust sold 572 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $29.7K.
  • State Street Financial Select Sector SPDR ETF made up 0.06% of Midwest Trust's portfolio in Q2 2026, its #209 holding.
  • Midwest Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's State Street Financial Select Sector SPDR ETF position peaked at $5.46M in Q4 2025.
  • 1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.