Athena Investment Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$301K	Buy
2025 Q1	$269K	Hold
2024 Q4	$261K	Hold
2024 Q3	$245K	Hold
2024 Q2	$222K	Hold
2024 Q1	$227K	Hold
2023 Q4	$203K	Buy
2022 Q2	–	Sell
2022 Q1	$210K	Buy