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 Q2	$289K	Sell	5,400 -170	-3%	-$8.84K	0.17%	108
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 $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Athena Investment Management's XLF Position: Q2 2026 in Review

Athena Investment Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.1% in Q2 2026, selling an estimated $8.84K and leaving 5,400 shares worth $289K. The position accounts for 0.17% of the portfolio, ranked #108.

Athena Investment Management first reported a position in XLF in Q1 2022 and has held it in 12 quarters since. The position peaked at $305K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Athena Investment Management held 5,400 shares of State Street Financial Select Sector SPDR ETF worth $289K as of Q2 2026.
Athena Investment Management sold 170 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.84K.
State Street Financial Select Sector SPDR ETF made up 0.17% of Athena Investment Management's portfolio in Q2 2026, its #108 holding.
Athena Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 12 quarters since.
Athena Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $305K in Q4 2025.
1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.