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 19,963 shares of XLU stock, worth $1.53 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
19,963
Previous 19,193 4.01%
Holding current value
$1.53 Million
Previous $1.31 Billion 23.32%
% of portfolio
0.95%
Previous 0.83%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Midwest Financial Group LLC Portfolio

Follow Midwest Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Midwest Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midwest Financial Group LLC with notifications on news.