Athena Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Athena Investment Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$653K	Hold	1,005	–	–	0.34%	76
2025 Q4	$685K	Hold	1,005	–	–	0.35%	72
2025 Q3	$669K	Hold	1,005	–	–	0.35%	70
2025 Q2	$621K	Hold	1,005	–	–	0.35%	75
2025 Q1	$562K	Sell	1,005 -1	-0.1%	-$588	0.34%	70
2024 Q4	$589K	Hold	1,006	–	–	0.34%	73
2024 Q3	$577K	Hold	1,006	–	–	0.33%	68
2024 Q2	$547K	Hold	1,006	–	–	0.33%	74
2024 Q1	$526K	Hold	1,006	–	–	0.32%	77
2023 Q4	$478K	Hold	1,006	–	–	0.31%	76
2023 Q3	$430K	Hold	1,006	–	–	0.31%	77
2023 Q2	$446K	Hold	1,006	–	–	0.31%	74
2023 Q1	$412K	Hold	1,006	–	–	0.3%	78
2022 Q4	$385K	Hold	1,006	–	–	0.28%	84
2022 Q3	$359K	Hold	1,006	–	–	0.3%	81
2022 Q2	$379K	Hold	1,006	–	–	0.3%	82
2022 Q1	$450K	Buy	+1,006	New	+$448K	0.35%	65

Other funds holding SPY

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Athena Investment Management's SPY Position: Q1 2026 in Review

Athena Investment Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 1,005 shares worth $653K. The position accounts for 0.34% of the portfolio, ranked #76.

Athena Investment Management first reported a position in SPY in Q1 2022 and has held it in 17 quarters since. The position peaked at $685K in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Athena Investment Management held 1,005 shares of State Street SPDR S&P 500 ETF Trust worth $653K as of Q1 2026.
Athena Investment Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.34% of Athena Investment Management's portfolio in Q1 2026, its #76 holding.
Athena Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $685K in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.