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

Menard Financial Group’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,190
Closed -$392K – 104
2022
Q2 		$392K Buy
+11,190
New +$405K 0.64% 46

Other funds holding XLU

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Menard Financial Group's XLU Position: Q3 2022 in Review

Menard Financial Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2022, closing a stake of 11,190 shares — an estimated $392K sold.

Menard Financial Group first reported a position in XLU in Q2 2022 and held it in 1 quarter. The position peaked at $392K in Q2 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q3 2022.

  • Menard Financial Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Menard Financial Group sold 11,190 State Street Utilities Select Sector SPDR ETF shares in Q3 2022, an estimated $392K.
  • Menard Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and held it in 1 quarter.
  • Menard Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $392K in Q2 2022.
  • 1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2022.

Based on Menard Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.