Foundations Investment Advisors, LLC / XLC
Foundations Investment Advisors, LLC’s Select Sector Spdr Tr Position
Does Foundations Investment Advisors, LLC own Select Sector Spdr Tr (XLC)? Yes — 1.26M shares worth $140M (+1.74% of its 13F portfolio) as of Q1 2026, up from 1.17M shares the prior filed quarter.
Position Value
$140M
Q1 2026
Shares
1.26M
% of Portfolio
+1.74%
Quarters Held
24
currently held
Position History XLC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.26M | $140M | +1.74% |
| Q4 2025 | 1.17M | $138M | +1.81% |
| Q3 2025 | 1.01M | $119M | +1.73% |
| Q2 2025 | 724.8K | $79M | +1.24% |
| Q1 2025 | 703.4K | $68M | +1.25% |
| Q4 2024 | 762.2K | $74M | +1.42% |
| Q3 2024 | 675.0K | $61M | +1.28% |
| Q2 2024 | 568.1K | $49M | +1.18% |
| Q1 2024 | 277.3K | $23M | +0.59% |
| Q4 2023 | 256.8K | $20M | +0.53% |
| Q3 2023 | 260.2K | $17M | +0.53% |
| Q2 2023 | 192.8K | $13M | +0.42% |
| Q1 2023 | 12.9K | $747,050 | +0.03% |
| Q4 2022 | 16.2K | $776,801 | +0.03% |
| Q3 2022 | 11.1K | $533,000 | +0.02% |
| Q1 2022 | 7.7K | $515,000 | +0.02% |
| Q4 2021 | 32.9K | $3M | +0.10% |
| Q3 2021 | 21.9K | $2M | +0.08% |
| Q2 2021 | 13.2K | $1M | +0.05% |
| Q1 2021 | 4.8K | $367,000 | +0.02% |
| Q4 2020 | 52.8K | $4M | +0.23% |
| Q3 2020 | 58.3K | $3M | +0.76% |
| Q2 2020 | 69.5K | $4M | +0.35% |
| Q1 2020 | 75.9K | $3M | +0.37% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Foundations Investment Advisors, LLC’s full portfolio or all institutional holders of XLC.