Menard Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-6
Closed -$673 318
2024
Q4
$673 Buy
+6
New +$642 ﹤0.01% 301
2022
Q2
Sell
-2,374
Closed -$220K 132
2022
Q1
$220K Sell
2,374
-206
-8% -$18.9K 0.22% 125
2021
Q4
$264K Buy
+2,580
New +$257K 0.22% 121

Other funds holding XLY

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

Menard Financial Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 6 shares — an estimated $673 sold.

Menard Financial Group first reported a position in XLY in Q4 2021 and held it in 3 quarters. The position peaked at $264K in Q4 2021. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • Menard Financial Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 6 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $673.
  • Menard Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
  • Menard Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $264K in Q4 2021.
  • 1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

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