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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,514	Closed	-$495K	–	325
2025 Q3	$495K	Hold	3,514	–	–	0.06%	209
2025 Q2	$445K	Hold	3,514	–	–	0.06%	211
2025 Q1	$363K	Sell	3,514 -278	-7%	-$31.5K	0.05%	217
2024 Q4	$441K	Sell	3,792 -302	-7%	-$35.1K	0.06%	214
2024 Q3	$462K	Hold	4,094	–	–	0.06%	210
2024 Q2	$463K	Hold	4,094	–	–	0.08%	210
2024 Q1	$426K	Hold	4,094	–	–	0.08%	222
2023 Q4	$394K	Buy	4,094 +612	+18%	+$54.5K	0.07%	216
2023 Q3	$285K	Hold	3,482	–	–	0.06%	230
2023 Q2	$303K	Sell	3,482 -894	-20%	-$70.5K	0.07%	228
2023 Q1	$330K	Hold	4,376	–	–	0.07%	208
2022 Q4	$272K	Hold	4,376	–	–	0.06%	219
2022 Q3	$260K	Hold	4,376	–	–	0.07%	207
2022 Q2	$278K	Hold	4,376	–	–	0.07%	197
2022 Q1	$348K	Hold	4,376	–	–	0.08%	201
2021 Q4	$380K	Hold	4,376	–	–	0.08%	188
2021 Q3	$327K	Hold	4,376	–	–	0.08%	192
2021 Q2	$323K	Buy	+4,376	New	+$307K	0.08%	188

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

MidWestOne Financial Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 3,514 shares — an estimated $495K sold.

MidWestOne Financial Group first reported a position in XLK in Q2 2021 and held it in 18 quarters. The position peaked at $495K in Q3 2025. 2,480 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

MidWestOne Financial Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
MidWestOne Financial Group sold 3,514 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $495K.
MidWestOne Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and held it in 18 quarters.
MidWestOne Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $495K in Q3 2025.
2,480 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

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