Algorithmic Investment Models, LLC / XLE
Algorithmic Investment Models, LLC’s Select Sector Spdr Tr Position
Does Algorithmic Investment Models, LLC own Select Sector Spdr Tr (XLE)? Yes — 113.4K shares worth $7M (+8.57% of its 13F portfolio) as of Q1 2026, up from 109.3K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
113.4K
% of Portfolio
+8.57%
Quarters Held
14
currently held
Position History XLE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 113.4K | $7M | +8.57% |
| Q4 2025 | 109.3K | $5M | +6.02% |
| Q3 2025 | 55.9K | $5M | +3.31% |
| Q2 2024 | 48.7K | $4M | +3.47% |
| Q1 2024 | 81.8K | $8M | +5.68% |
| Q3 2023 | 118.6K | $11M | +7.73% |
| Q1 2023 | 109.6K | $9M | +6.31% |
| Q4 2022 | 96.6K | $8M | +5.95% |
| Q3 2022 | 100.7K | $7M | +7.20% |
| Q2 2022 | 220.2K | $16M | +13.00% |
| Q1 2022 | 91.5K | $7M | +4.50% |
| Q4 2021 | 122.6K | $7M | +3.93% |
| Q2 2021 | 122.1K | $7M | +6.47% |
| Q1 2021 | 128.9K | $6M | +6.28% |
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 XLE.