Athena Investment Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
5,740
+340
| +6% | +$17.8K | 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 | +$203K | 0.13% | 138 |
|
|
2022
Q2 | – | Sell |
-5,400
| Closed | -$210K | – | 138 |
|
|
2022
Q1 | $210K | Buy |
+5,400
| New | +$210K | 0.16% | 112 |
|