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 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Athena Investment Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 9,020 shares worth $1.2M. The position accounts for 0.62% of the portfolio, ranked #40.

Athena Investment Management first reported a position in XLK in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.3M in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Athena Investment Management held 9,020 shares of State Street Technology Select Sector SPDR ETF worth $1.2M as of Q1 2026.
Athena Investment Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.62% of Athena Investment Management's portfolio in Q1 2026, its #40 holding.
Athena Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $1.3M in Q4 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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