MFG
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Menard Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Menard Financial Group’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.02M Sell
15,838
-30
-0.2% -$5.13K 1.64% 13
2026
Q1 		$2.11M Sell
15,868
-4,440
-22% -$626K 1.47% 14
2025
Q4 		$2.92M Buy
20,308
+5,178
+34% +$748K 2.01% 10
2025
Q3 		$2.13M Buy
15,130
+1,612
+12% +$213K 1.43% 17
2025
Q2 		$1.71M Sell
13,518
-196
-1% -$21.8K 1.02% 22
2025
Q1 		$1.47M Buy
13,714
+58
+0.4% +$6.58K 0.96% 23
2024
Q4 		$1.59M Sell
13,656
-4
-0% -$465 0.95% 21
2024
Q3 		$1.54M Buy
13,660
+40
+0.3% +$4.39K 1.02% 19
2024
Q2 		$1.54M Sell
13,620
-240
-2% -$25.3K 1.1% 20
2024
Q1 		$1.44M Sell
13,860
-11,836
-46% -$1.2M 1.21% 17
2023
Q4 		$2.47M Buy
25,696
+7,800
+44% +$694K 3.07% 6
2023
Q3 		$1.47M Buy
17,896
+5,626
+46% +$482K 2.12% 9
2023
Q2 		$1.07M Buy
12,270
+4,248
+53% +$335K 2.19% 12
2023
Q1 		$606K Sell
8,022
-2,382
-23% -$164K 1.4% 22
2022
Q4 		$647K Buy
10,404
+2,372
+30% +$151K 1.54% 19
2022
Q3 		$477K Sell
8,032
-6,304
-44% -$430K 0.86% 31
2022
Q2 		$911K Hold
14,336
– – 1.49% 18
2022
Q1 		$1.14M Buy
14,336
+192
+1% +$15.1K 1.12% 16
2021
Q4 		$1.23M Buy
14,144
+6,144
+77% +$506K 1.01% 19
2021
Q3 		$597K Hold
8,000
– – 0.52% 48
2021
Q2 		$591K Sell
8,000
-414
-5% -$29K 0.56% 46
2021
Q1 		$559K Hold
8,414
– – 0.6% 46
2020
Q4 		$547K Hold
8,414
– – 0.59% 44
2020
Q3 		$491K Buy
+8,414
New +$475K 0.57% 45

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Menard Financial Group's XLK Position: Q2 2026 in Review

Menard Financial Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.19% in Q2 2026, selling an estimated $5.13K and leaving 15,838 shares worth $3.02M. The position accounts for 1.64% of the portfolio, ranked #13.

Menard Financial Group first reported a position in XLK in Q3 2020 and has held it in 24 quarters since. 2,647 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Menard Financial Group held 15,838 shares of State Street Technology Select Sector SPDR ETF worth $3.02M as of Q2 2026.
  • Menard Financial Group sold 30 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $5.13K.
  • State Street Technology Select Sector SPDR ETF made up 1.64% of Menard Financial Group's portfolio in Q2 2026, its #13 holding.
  • Menard Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,647 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.