Menard Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Menard Financial Group’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-65	Closed	-$3.14K	–	314
2024 Q4	$3.14K	Buy	+65	New	+$3.14K	﹤0.01%	265
2022 Q2	–	Sell	-11,527	Closed	-$442K	–	131
2022 Q1	$442K	Buy	11,527 +2,357	+26%	+$92.1K	0.44%	77
2021 Q4	$358K	Buy	+9,170	New	+$360K	0.29%	99
2020 Q1	–	Sell	-19,971	Closed	-$615K	–	121
2019 Q4	$615K	Buy	+19,971	New	+$586K	0.59%	52

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Menard Financial Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2025, closing a stake of 65 shares — an estimated $3.14K sold.

Menard Financial Group first reported a position in XLF in Q4 2019 and held it in 4 quarters. The position peaked at $615K in Q4 2019. 1,792 funds tracked by Wall St. Rank hold XLF as of Q1 2025.

Menard Financial Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 65 State Street Financial Select Sector SPDR ETF shares in Q1 2025, an estimated $3.14K.
Menard Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 4 quarters.
Menard Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $615K in Q4 2019.
1,792 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2025.

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