SEC 13F Intelligence

Algorithmic Investment Models, LLC / XBI

Algorithmic Investment Models, LLC’s Spdr Series Trust Position

Does Algorithmic Investment Models, LLC own Spdr Series Trust (XBI)? Yes — 9.5K shares worth $1M (+1.49% of its 13F portfolio) as of Q1 2026, up from 7.5K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
9.5K
% of Portfolio
+1.49%
Quarters Held
3
currently held

Position History XBI

Reported value by quarter
Q3 ’24: $230,105Q3 ’24Q4 ’25: $919,474Q4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.5K$1M+1.49%
Q4 20257.5K$919,474+1.13%
Q3 20242.3K$230,105+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Algorithmic Investment Models, LLC’s full portfolio or all institutional holders of XBI.