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

MidWestOne Financial Group’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
2025 Q4	$4.72M	Sell	110,452 -146	-0.1%	-$6.47K	0.52%	33
2025 Q3	$4.82M	Buy	110,598 +2,734	+3%	+$116K	0.59%	34
2025 Q2	$4.4M	Buy	107,864 +3,594	+3%	+$143K	0.57%	33
2025 Q1	$4.11M	Buy	104,270 +5,548	+6%	+$217K	0.58%	25
2024 Q4	$3.74M	Buy	98,722 +3,790	+4%	+$150K	0.52%	37
2024 Q3	$3.83M	Buy	94,932 +33,650	+55%	+$1.25M	0.53%	34
2024 Q2	$2.09M	Buy	61,282 +3,396	+6%	+$117K	0.38%	65
2024 Q1	$1.9M	Buy	57,886 +8,840	+18%	+$276K	0.34%	76
2023 Q4	$1.55M	Sell	49,046 -842	-2%	-$25.7K	0.3%	85
2023 Q3	$1.47M	Buy	49,888 +146	+0.3%	+$4.71K	0.33%	80
2023 Q2	$1.63M	Buy	49,742 +4,764	+11%	+$160K	0.35%	67
2023 Q1	$1.52M	Buy	44,978 +4,516	+11%	+$153K	0.34%	69
2022 Q4	$1.43M	Sell	40,462 -3,334	-8%	-$113K	0.32%	68
2022 Q3	$1.44M	Buy	43,796 +2,064	+5%	+$75.6K	0.37%	55
2022 Q2	$1.46M	Buy	41,732 +9,074	+28%	+$328K	0.36%	57
2022 Q1	$1.22M	Buy	32,658 +3,912	+14%	+$136K	0.26%	92
2021 Q4	$1.03M	Buy	28,746 +16,546	+136%	+$558K	0.22%	116
2021 Q3	$390K	Buy	+12,200	New	+$408K	0.09%	172

Other funds holding XLU

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

MidWestOne Financial Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.13% in Q4 2025, selling an estimated $6.47K and leaving 110,452 shares worth $4.72M. The position accounts for 0.52% of the portfolio, ranked #33.

MidWestOne Financial Group first reported a position in XLU in Q3 2021 and has held it in 18 quarters since. The position peaked at $4.82M in Q3 2025. 1,531 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

MidWestOne Financial Group held 110,452 shares of State Street Utilities Select Sector SPDR ETF worth $4.72M as of Q4 2025.
MidWestOne Financial Group sold 146 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $6.47K.
State Street Utilities Select Sector SPDR ETF made up 0.52% of MidWestOne Financial Group's portfolio in Q4 2025, its #33 holding.
MidWestOne Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and has held it in 18 quarters since.
MidWestOne Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $4.82M in Q3 2025.
1,531 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

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