Athena Investment Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
+3,350
| New | +$728K | 0.41% | 61 |
|
|
2025
Q1 | – | Sell |
-3,350
| Closed | -$752K | – | 154 |
|
|
2024
Q4 | $752K | Hold |
3,350
| – | – | 0.44% | 56 |
|
|
2024
Q3 | $671K | Hold |
3,350
| – | – | 0.38% | 64 |
|
|
2024
Q2 | $611K | Hold |
3,350
| – | – | 0.37% | 67 |
|
|
2024
Q1 | $616K | Hold |
3,350
| – | – | 0.37% | 68 |
|
|
2023
Q4 | $599K | Hold |
3,350
| – | – | 0.39% | 64 |
|
|
2023
Q3 | $539K | Hold |
3,350
| – | – | 0.39% | 63 |
|
|
2023
Q2 | $569K | Hold |
3,350
| – | – | 0.39% | 62 |
|
|
2023
Q1 | $501K | Hold |
3,350
| – | – | 0.36% | 66 |
|
|
2022
Q4 | $433K | Hold |
3,350
| – | – | 0.32% | 73 |
|
|
2022
Q3 | $477K | Hold |
3,350
| – | – | 0.4% | 60 |
|
|
2022
Q2 | $461K | Buy |
+3,350
| New | +$461K | 0.36% | 63 |
|