Athena Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$730K	Hold	6,700	–	–	0.38%	66
2025 Q4	$800K	Hold	6,700	–	–	0.41%	62
2025 Q3	$803K	Hold	6,700	–	–	0.42%	55
2025 Q2	$728K	Buy	+6,700	New	+$685K	0.41%	61
2025 Q1	–	Sell	-6,700	Closed	-$752K	–	154
2024 Q4	$752K	Hold	6,700	–	–	0.44%	56
2024 Q3	$671K	Hold	6,700	–	–	0.38%	64
2024 Q2	$611K	Hold	6,700	–	–	0.37%	67
2024 Q1	$616K	Hold	6,700	–	–	0.37%	68
2023 Q4	$599K	Hold	6,700	–	–	0.39%	64
2023 Q3	$539K	Hold	6,700	–	–	0.39%	63
2023 Q2	$569K	Hold	6,700	–	–	0.39%	62
2023 Q1	$501K	Hold	6,700	–	–	0.36%	66
2022 Q4	$433K	Hold	6,700	–	–	0.32%	73
2022 Q3	$477K	Hold	6,700	–	–	0.4%	60
2022 Q2	$461K	Buy	+6,700	New	+$528K	0.36%	63

Other funds holding XLY

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Goldman Sachs New York $871B AUM 31.28% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Athena Investment Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 6,700 shares worth $730K. The position accounts for 0.38% of the portfolio, ranked #66.

Athena Investment Management first reported a position in XLY in Q2 2022 and has held it in 15 quarters since. The position peaked at $803K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Athena Investment Management held 6,700 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $730K as of Q1 2026.
Athena Investment Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.38% of Athena Investment Management's portfolio in Q1 2026, its #66 holding.
Athena Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2022 and has held it in 15 quarters since.
Athena Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $803K in Q3 2025.
1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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