Athena Investment Management’s State Street Financial Select Sector SPDR ETF 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
2026 Q1	$275K	Hold	5,570	–	–	0.14%	123
2025 Q4	$305K	Sell	5,570 -85	-2%	-$4.53K	0.16%	119
2025 Q3	$305K	Sell	5,655 -85	-1%	-$4.5K	0.16%	120
2025 Q2	$301K	Buy	5,740 +340	+6%	+$16.8K	0.17%	119
2025 Q1	$269K	Hold	5,400	–	–	0.16%	122
2024 Q4	$261K	Hold	5,400	–	–	0.15%	126
2024 Q3	$245K	Hold	5,400	–	–	0.14%	135
2024 Q2	$222K	Hold	5,400	–	–	0.13%	136
2024 Q1	$227K	Hold	5,400	–	–	0.14%	134
2023 Q4	$203K	Buy	+5,400	New	+$187K	0.13%	138
2022 Q2	–	Sell	-5,400	Closed	-$210K	–	138
2022 Q1	$210K	Buy	+5,400	New	+$211K	0.16%	112

Other funds holding XLF

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Athena Investment Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 5,570 shares worth $275K. The position accounts for 0.14% of the portfolio, ranked #123.

Athena Investment Management first reported a position in XLF in Q1 2022 and has held it in 11 quarters since. The position peaked at $305K in Q4 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Athena Investment Management held 5,570 shares of State Street Financial Select Sector SPDR ETF worth $275K as of Q1 2026.
Athena Investment Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.14% of Athena Investment Management's portfolio in Q1 2026, its #123 holding.
Athena Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 11 quarters since.
Athena Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $305K in Q4 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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