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 Q2	$1.28M	Sell	28,149 -410	-1%	-$18.6K	0.01%	335
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Midwest Trust's XLU Position: Q2 2026 in Review

Midwest Trust reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.4% in Q2 2026, selling an estimated $18.6K and leaving 28,149 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #335.

Midwest Trust first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.32M in Q3 2025. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Midwest Trust held 28,149 shares of State Street Utilities Select Sector SPDR ETF worth $1.28M as of Q2 2026.
Midwest Trust sold 410 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $18.6K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #335 holding.
Midwest Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's State Street Utilities Select Sector SPDR ETF position peaked at $1.32M in Q3 2025.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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