Midwestern Financial, LLC /IA
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2083276
IOWA CITY, IA
Position in XLB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$403,234
+$8,322 QoQ
Shares Held
7,933
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#192
of 293 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,234 | 7,933 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $394,912 | 7,903 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $356,904 | 7,870 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $376,672 | 4,203 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $342,195 | 3,897 | Shares | Sole | 2025-08-28 | |
| No filing history on record for this holder in this stock. | ||||||