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
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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 |
|---|---|---|---|
| 2025-09-30 | $2.3M | 26k | 87.21 |
| 2025-06-30 | $2.1M | 26k | 81.66 |
| 2025-03-31 | $2.0M | 25k | 78.85 |
| 2024-12-31 | $1.8M | 23k | 75.69 |
| 2024-09-30 | $1.6M | 20k | 80.80 |
| 2024-06-30 | $1.3M | 19k | 68.15 |
| 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 |