SEC 13F Intelligence

Algorithmic Investment Models, LLC / XLB

Algorithmic Investment Models, LLC’s Select Sector Spdr Tr Position

Does Algorithmic Investment Models, LLC own Select Sector Spdr Tr (XLB)? Yes114.3K shares worth $6M (+7.05% of its 13F portfolio) as of Q1 2026, up from 106.9K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
114.3K
% of Portfolio
+7.05%
Quarters Held
13
currently held

Position History XLB

Reported value by quarter
Q4 ’20: $7MQ4 ’20Q1 ’21: $6MQ2 ’21: $7MQ2 ’21Q3 ’21: $8MQ4 ’21: $7MQ4 ’21Q4 ’22: $8MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ3 ’25: $5MQ3 ’25Q4 ’25: $5MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026114.3K$6M+7.05%
Q4 2025106.9K$5M+5.98%
Q3 202555.3K$5M+3.29%
Q3 202451.3K$5M+3.63%
Q2 202444.9K$4M+3.10%
Q1 202446.2K$4M+3.16%
Q4 202352.3K$4M+3.39%
Q4 2022100.6K$8M+5.51%
Q4 202175.1K$7M+3.93%
Q3 202198.6K$8M+6.69%
Q2 202179.9K$7M+6.47%
Q1 202180.3K$6M+6.28%
Q4 202093.3K$7M+6.75%

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 XLB.