Athena Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.81M	Buy	9,520 +500	+6%	+$85.4K	1.08%	20
2026 Q1	$1.2M	Hold	9,020	–	–	0.62%	40
2025 Q4	$1.3M	Hold	9,020	–	–	0.67%	35
2025 Q3	$1.27M	Hold	9,020	–	–	0.66%	35
2025 Q2	$1.14M	Hold	9,020	–	–	0.64%	37
2025 Q1	$931K	Hold	9,020	–	–	0.56%	44
2024 Q4	$1.05M	Hold	9,020	–	–	0.61%	38
2024 Q3	$1.02M	Hold	9,020	–	–	0.58%	40
2024 Q2	$1.02M	Hold	9,020	–	–	0.62%	40
2024 Q1	$939K	Hold	9,020	–	–	0.56%	43
2023 Q4	$868K	Hold	9,020	–	–	0.56%	44
2023 Q3	$739K	Hold	9,020	–	–	0.53%	47
2023 Q2	$784K	Hold	9,020	–	–	0.54%	45
2023 Q1	$681K	Hold	9,020	–	–	0.49%	51
2022 Q4	$561K	Hold	9,020	–	–	0.41%	57
2022 Q3	$536K	Hold	9,020	–	–	0.45%	54
2022 Q2	$573K	Hold	9,020	–	–	0.45%	52
2022 Q1	$720K	Buy	+9,020	New	+$708K	0.56%	45

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Athena Investment Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.5% in Q2 2026, buying an estimated $85.4K and bringing the position to 9,520 shares worth $1.81M. The position accounts for 1.08% of the portfolio, ranked #20.

Athena Investment Management first reported a position in XLK in Q1 2022 and has held it in 18 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Athena Investment Management held 9,520 shares of State Street Technology Select Sector SPDR ETF worth $1.81M as of Q2 2026.
Athena Investment Management bought 500 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $85.4K.
State Street Technology Select Sector SPDR ETF made up 1.08% of Athena Investment Management's portfolio in Q2 2026, its #20 holding.
Athena Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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