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Utilities SPDR shares owned by Midwest Financial Group

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Midwest Financial Group from 13F filings

Historical chart of Midwest Financial Group investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Midwest Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Midwest Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 16k 65.63
2023-12-31 $769k 12k 63.32
2023-09-30 $745k 13k 58.93
2023-06-30 $426k 6.5k 65.37
2023-03-31 $412k 6.1k 67.62

More positions owned by Midwest Financial Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Advanced Micro Devices (AMD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p Scp Etf (IJR)
Oneok (OKE)

View all positions for Midwest Financial Group

Top funds holding Utilities SPDR

Goldman Sachs Group
Bank of America Corporation
Citadel Advisors
UBS Group
Wells Fargo & Company
Susquehanna International
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Citigroup
Healthcare Of Ontario Pension Plan Trust Fund
Jpmorgan Chase & Co
Wolverine Trading
Raymond James & Associates
Factory Mutual Insurance Company

View all funds holding Utilities SPDR