Midwest Financial Group LLC Utilities Sector Spdr Transaction History

Midwest Financial Group LLC

$174 Billion
Q4 2024

A detailed history of Midwest Financial Group LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Midwest Financial Group LLC holds 23,433 shares of XLU stock, worth $1.86 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

23,433

Previous 19,963 17.38%

Holding current value

$1.86 Million

Previous $1.61 Billion 9.96%

% of portfolio

1.02%

Previous 0.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$74.89 - $82.93 $259,868 - $287,767	3,470 Added 17.38%	23,433 $1.77 Billion
Q3 2024 Oct 17, 2024	BUY	$67.67 - $80.78 $52,105 - $62,200	770 Added 4.01%	19,963 $1.61 Billion
Q2 2024 Jul 16, 2024	BUY	$62.77 - $72.87 $209,086 - $242,729	3,331 Added 21.0%	19,193 $1.31 Billion
Q1 2024 Apr 11, 2024	BUY	$59.95 - $65.65 $222,834 - $244,021	3,717 Added 30.61%	15,862 $1.04 Billion
Q4 2023 Jan 25, 2024	SELL	$56.19 - $65.96 $27,982 - $32,848	-498 Reduced 3.94%	12,145 $769 Million
Q3 2023 Oct 17, 2023	BUY	$58.83 - $68.46 $360,392 - $419,385	6,126 Added 94.0%	12,643 $745 Million
Q2 2023 Jul 27, 2023	BUY	$64.34 - $69.97 $27,280 - $29,667	424 Added 6.96%	6,517 $426 Million
Q1 2023 Apr 20, 2023	BUY	$63.7 - $72.08 $388,124 - $439,183	6,093 New	6,093 $412 Million

Others Institutions Holding XLU

# of Institutions

1,545

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Midwest Financial Group LLC Utilities Sector Spdr Transaction History