Menard Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3	Closed	-$413	–	317
2024 Q4	$413	Buy	+3	New	+$439	﹤0.01%	308
2022 Q3	–	Sell	-4,223	Closed	-$542K	–	105
2022 Q2	$542K	Buy	+4,223	New	+$554K	0.89%	31

Other funds holding XLV

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

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Menard Financial Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 3 shares — an estimated $413 sold.

Menard Financial Group first reported a position in XLV in Q2 2022 and held it in 2 quarters. The position peaked at $542K in Q2 2022. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

Menard Financial Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 3 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $413.
Menard Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
Menard Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $542K in Q2 2022.
1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

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