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Menard Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Menard Financial Group’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-617
Closed -$362K – 272
2024
Q4 		$362K Buy
+617
New +$364K 0.22% 82
2022
Q4 		– Sell
-586
Closed -$209K – 94
2022
Q3 		$209K Buy
+586
New +$233K 0.38% 83

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Menard Financial Group's SPY Position: Q1 2025 in Review

Menard Financial Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 617 shares — an estimated $362K sold.

Menard Financial Group first reported a position in SPY in Q3 2022 and held it in 2 quarters. The position peaked at $362K in Q4 2024. 4,172 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

  • Menard Financial Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 617 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $362K.
  • Menard Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2022 and held it in 2 quarters.
  • Menard Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $362K in Q4 2024.
  • 4,172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.