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 Q2	–	Sell	-6,700	Closed	-$730K	–	156
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

Athena Investment Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 6,700 shares — an estimated $730K sold.

Athena Investment Management first reported a position in XLY in Q2 2022 and held it in 15 quarters. The position peaked at $803K in Q3 2025. 1,313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Athena Investment Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Athena Investment Management sold 6,700 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $730K.
Athena Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2022 and held it in 15 quarters.
Athena Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $803K in Q3 2025.
1,313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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