SEC 13F Intelligence

Algorithmic Investment Models, LLC / XLC

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

Does Algorithmic Investment Models, LLC own Select Sector Spdr Tr (XLC)? Yes — 48.6K shares worth $5M (+6.65% of its 13F portfolio) as of Q1 2026, up from 41.4K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
48.6K
% of Portfolio
+6.65%
Quarters Held
9
currently held

Position History XLC

Reported value by quarter
Q4 ’20: $7MQ4 ’20Q1 ’21: $6MQ2 ’21: $7MQ2 ’21Q3 ’21: $8MQ4 ’21: $7MQ4 ’21Q2 ’25: $6MQ3 ’25: $5MQ3 ’25Q4 ’25: $5MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202648.6K$5M+6.65%
Q4 202541.4K$5M+6.01%
Q3 202542.1K$5M+3.31%
Q2 202559.5K$6M+4.42%
Q4 202187.6K$7M+3.93%
Q3 202197.4K$8M+6.69%
Q2 202181.2K$7M+6.47%
Q1 202186.3K$6M+6.28%
Q4 2020100.0K$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 XLC.