MidWestOne Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$239K	Buy	1,544 +99	+7%	+$14.8K	0.03%	278
2025 Q3	$201K	Buy	+1,445	New	+$196K	0.02%	295
2025 Q2	–	Sell	-1,546	Closed	-$226K	–	311
2025 Q1	$226K	Hold	1,546	–	–	0.03%	259
2024 Q4	$213K	Hold	1,546	–	–	0.03%	274
2024 Q3	$238K	Buy	1,546 +101	+7%	+$15.3K	0.03%	267
2024 Q2	$211K	Hold	1,445	–	–	0.04%	277
2024 Q1	$213K	Buy	+1,445	New	+$207K	0.04%	282

Other funds holding XLV

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

MidWestOne Financial Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.9% in Q4 2025, buying an estimated $14.8K and bringing the position to 1,544 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #278.

MidWestOne Financial Group first reported a position in XLV in Q1 2024 and has held it in 7 quarters since. 1,837 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

MidWestOne Financial Group held 1,544 shares of State Street Health Care Select Sector SPDR ETF worth $239K as of Q4 2025.
MidWestOne Financial Group bought 99 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $14.8K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of MidWestOne Financial Group's portfolio in Q4 2025, its #278 holding.
MidWestOne Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 7 quarters since.
1,837 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

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