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

Midwest Trust’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	$1.31M	Buy	28,559 +60	+0.2%	+$2.69K	0.02%	327
2025 Q4	$1.22M	Sell	28,499 -1,735	-6%	-$76.8K	0.02%	324
2025 Q3	$1.32M	Sell	30,234 -278	-0.9%	-$11.8K	0.02%	315
2025 Q2	$1.25M	Buy	+30,512	New	+$1.22M	0.02%	318

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 Trust's XLU Position: Q1 2026 in Review

Midwest Trust increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.21% in Q1 2026, buying an estimated $2.69K and bringing the position to 28,559 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #327.

Midwest Trust first reported a position in XLU in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.32M in Q3 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Midwest Trust held 28,559 shares of State Street Utilities Select Sector SPDR ETF worth $1.31M as of Q1 2026.
Midwest Trust bought 60 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $2.69K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Midwest Trust's portfolio in Q1 2026, its #327 holding.
Midwest Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
Midwest Trust's State Street Utilities Select Sector SPDR ETF position peaked at $1.32M in Q3 2025.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.