MidWestOne Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MidWestOne Financial Group’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.57M	Hold	28,588	–	–	0.17%	116
2025 Q3	$1.54M	Sell	28,588 -228	-0.8%	-$12.1K	0.19%	113
2025 Q2	$1.51M	Hold	28,816	–	–	0.2%	114
2025 Q1	$1.44M	Sell	28,816 -175	-0.6%	-$8.78K	0.2%	113
2024 Q4	$1.4M	Hold	28,991	–	–	0.2%	108
2024 Q3	$1.31M	Hold	28,991	–	–	0.18%	120
2024 Q2	$1.19M	Hold	28,991	–	–	0.21%	121
2024 Q1	$1.22M	Hold	28,991	–	–	0.22%	121
2023 Q4	$1.09M	Buy	28,991 +2,089	+8%	+$72.3K	0.21%	119
2023 Q3	$892K	Sell	26,902 -334	-1%	-$11.5K	0.2%	129
2023 Q2	$918K	Sell	27,236 -100	-0.4%	-$3.26K	0.2%	127
2023 Q1	$879K	Sell	27,336 -100	-0.4%	-$3.48K	0.2%	129
2022 Q4	$938K	Hold	27,436	–	–	0.21%	109
2022 Q3	$833K	Sell	27,436 -1,351	-5%	-$44.7K	0.21%	117
2022 Q2	$905K	Hold	28,787	–	–	0.22%	108
2022 Q1	$1.1M	Sell	28,787 -160	-0.6%	-$6.25K	0.24%	103
2021 Q4	$1.13M	Sell	28,947 -156	-0.5%	-$6.13K	0.24%	106
2021 Q3	$1.09M	Hold	29,103	–	–	0.26%	91
2021 Q2	$1.07M	Hold	29,103	–	–	0.25%	99
2021 Q1	$991K	Hold	29,103	–	–	0.24%	99
2020 Q4	$858K	Hold	29,103	–	–	0.24%	109
2020 Q3	$701K	Buy	+29,103	New	+$708K	0.23%	119
2020 Q2	–	Sell	-33,813	Closed	-$704K	–	198
2020 Q1	$704K	Sell	33,813 -993	-3%	-$27.3K	0.26%	94
2019 Q4	$1.07M	Sell	34,806 -1,300	-4%	-$38.2K	0.22%	83
2019 Q3	$1.01M	Sell	36,106 -2,641	-7%	-$72.9K	0.31%	76
2019 Q2	$1.07M	Buy	+38,747	New	+$1.05M	0.29%	92

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MidWestOne Financial Group's XLF Position: Q4 2025 in Review

MidWestOne Financial Group held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q4 2025 at 28,588 shares worth $1.57M. The position accounts for 0.17% of the portfolio, ranked #116.

MidWestOne Financial Group first reported a position in XLF in Q2 2019 and has held it in 26 quarters since. 1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

MidWestOne Financial Group held 28,588 shares of State Street Financial Select Sector SPDR ETF worth $1.57M as of Q4 2025.
MidWestOne Financial Group left its State Street Financial Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Financial Select Sector SPDR ETF made up 0.17% of MidWestOne Financial Group's portfolio in Q4 2025, its #116 holding.
MidWestOne Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and has held it in 26 quarters since.
1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.