Athena Investment Management’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Hold
4,510
0.64% 37
2025
Q1
$931K Hold
4,510
0.56% 44
2024
Q4
$1.05M Hold
4,510
0.61% 38
2024
Q3
$1.02M Hold
4,510
0.58% 40
2024
Q2
$1.02M Hold
4,510
0.62% 40
2024
Q1
$939K Hold
4,510
0.56% 43
2023
Q4
$868K Hold
4,510
0.56% 44
2023
Q3
$739K Hold
4,510
0.53% 47
2023
Q2
$784K Hold
4,510
0.54% 45
2023
Q1
$681K Hold
4,510
0.49% 51
2022
Q4
$561K Hold
4,510
0.41% 57
2022
Q3
$536K Hold
4,510
0.45% 54
2022
Q2
$573K Hold
4,510
0.45% 52
2022
Q1
$720K Buy
+4,510
New +$720K 0.56% 45